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REQUISITE CAPITAL MANAGEMENT LLC
4001 Maple Avenue
Suite 290
Dallas, Texas 75219
Tel: (469) 373-3399
About REQUISITE CAPITAL MANAGEMENT LLC
REQUISITE CAPITAL MANAGEMENT LLC, formally registered with the SEC as REQUISITE CAPITAL MANAGEMENT LLC. The firm was established in 06/02/2017. They have over 1 offices throughout the country.
REQUISITE CAPITAL MANAGEMENT LLC is a Dallas, Texas based Financial Planning firm with nearly $1,657,612,224 assets under management, offering retirement planning & investment advisory services to 692 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283107 |
| SEC# | 801-110215 |
| Assets Managed by Firm | $1,657,612,224 |
| No. of Clients | 692 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 692 | $1,657,612,224 |
| Individuals (other than high net worth individuals) | 51 | $17,428,811 |
| High net worth individuals | 125 | $1,173,450,879 |
| Charitable organizations | 12 | $123,356,246 |
| Corporations or other businesses | Fewer than 5 clients | $208,722,577 |
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