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DIESSLIN GROUP, INC.
425 Houston Street
Suite 500
Fort Worth, Texas 76102-7411
Tel: 817-332-6122
About DIESSLIN GROUP, INC.
DIESSLIN GROUP, INC, formally registered with the SEC as DIESSLIN GROUP, INC. The firm was established in 04/28/1988. They have over 1 offices throughout the country.
DIESSLIN GROUP, INC. is a Fort Worth, Texas based Financial Planning firm with nearly $622,966,444 assets under management, offering retirement planning & investment advisory services to 1119 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110557 |
| SEC# | 801-31827 |
| Assets Managed by Firm | $622,966,444 |
| No. of Clients | 1119 |
| No. of Advisors | 12 |
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
- Selection for other advisors
- Other ("FINANCIAL PLANNING" IS BROAD, BUT SOME SERVICES (FOR EXAMPLE, EXPERT WITNESS OR REAL ESTATE ADVISORY SERVICE) MAY FALL OUTSIDE.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1119 | $622,966,444 |
| Individuals (other than high net worth individuals) | 125 | $38,892,241 |
| High net worth individuals | 136 | $525,107,709 |
| Pension and profit sharing plans | 3 | $9,281,786 |
| Charitable organizations | 3 | $46,946,340 |
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