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THACKERAY PARTNERS
5207 Mckinney Avenue
Suite 200
Dallas, Texas 75205
Tel: 214-360-7830
About THACKERAY PARTNERS
THACKERAY PARTNERS, formally registered with the SEC as THACKERAY PARTNERS. The firm was established in 04/10/2013. They have over 3 offices throughout the country.
THACKERAY PARTNERS is a Dallas, Texas based Financial Planning firm with nearly $413,223,729 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166351 |
| SEC# | 801-77850 |
| Assets Managed by Firm | $413,223,729 |
| No. of Clients | 2 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $413,223,729 |
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