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SADDOCK WEALTH, LLC
7920 Belt Line Road
Suite 550
Dallas, Texas 75254
Tel: 972-437-5201
About SADDOCK WEALTH, LLC
SADDOCK WEALTH, LLC, formally registered with the SEC as SADDOCK WEALTH, LLC. The firm was established in 05/03/2013. They have over 1 offices throughout the country.
SADDOCK WEALTH, LLC is a Dallas, Texas based Financial Planning firm with nearly $126,700,000 assets under management, offering retirement planning & investment advisory services to 85 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161568 |
| SEC# | 801-78020 |
| Assets Managed by Firm | $126,700,000 |
| No. of Clients | 85 |
| No. of Advisors | 5 |
Fee Structure
- Hourly charges
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 | 85 | $126,700,000 |
| Individuals (other than high net worth individuals) | 5 | $2,300,000 |
| High net worth individuals | 3 | $62,300,000 |
| Charitable organizations | 2 | $9,600,000 |
| Corporations or other businesses | 6 | $52,500,000 |
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