VIEW CAPITAL RIA, LP

2727 N. Harwood Street
Suite 225
Dallas, Texas 75201
Tel: 214-855-2550

About VIEW CAPITAL RIA, LP

VIEW CAPITAL RIA, LP, formally registered with the SEC as VIEW CAPITAL RIA, LP. The firm was established in 04/09/2004. They have over 1 offices throughout the country.

VIEW CAPITAL RIA, LP is a Dallas, Texas based Financial Planning firm with nearly $1,603,807,745 assets under management, offering retirement planning & investment advisory services to 162 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130678
SEC#	801-62983
Assets Managed by Firm	$1,603,807,745
No. of Clients	162
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
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
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	162	$1,603,807,745
Individuals (other than high net worth individuals)	19	$13,108,783
High net worth individuals	138	$1,541,788,162
Charitable organizations	1	$14,668,461

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