|
⚲
|
| Portfolios |
|---|
| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Cabana Advisors LLC
✚
|
|
|---|---|
| CRD # | 145395 |
| SEC # | 801-68549 |
| CIK # | |
| AUM | $36.1 MM (100% Disc, 100% US, 2020-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 972-383-5300 |
| Address | 5560 Tennyson Parkway Plano, TX 75024 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bankplus Wealth Management LLC
✚
|
MS | 0.0 |
|
The Sherry Group Inc
✚
|
AR | 0.0 |
|
Baker 500 LLC
✚
|
MN | 0.0 |
|
Portfolio Advisory Group Inc
✚
|
VA | 0.0 |
|
Barber Anthony Victor Jr
✚
|
CA | 0.0 |
|
Emerald Financial Management the Old River Company
✚
|
FL | 0.0 |
|
Dundon Advisers LLC
✚
|
NY | 0.0 |
|
G Wealth Inc
✚
|
CA | 0.0 |
|
Wanger Investment Management Inc
✚
|
IL | 0.0 |
|
The Simon Group Inc
✚
|
PA | 0.0 |