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First Dallas Securities Inc
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CRD # | 24549 |
SEC # | 801-66208 |
CIK # | 0001378559 |
AUM | $221.1 MM (2022-10-17) |
Employees | 20 (45% Investors, 80% Brokers) |
Phone | 214-954-1177 |
Address | 2905 Maple Ave Dallas, TX 75201 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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CIK | Period |
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0001378559 | |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 248 | 58.3 |
(b) Individuals (high net worth individuals) | 66 | 130.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 3 | 1.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 13 | 30.8 |
(n) Other | 0 | 0.0 |
Total | 330 | 221.1 |
By Discretionary | ||
Discretionary | 330 | 221.1 |
Non-Discretionary | 0 | 0.0 |
Total | 330 | 221.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 221.1 | |
Total | 330 | 221.1 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001378559] |
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Wilmington Capital Securities LLC
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|
NY | 0.2 |
Trisperity Advisors LLC
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TX | 0.2 |
The Nestegg Group Inc
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IL | 0.2 |
Floyd Benjamin Joseph
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TX | 0.2 |
BBJS Financial Advisors LLC
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WA | 0.2 |
Ferguson-Johnson Wealth Management Inc
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MD | 0.2 |
Dustin Blodgett Insight Capital LLC
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CA | 0.2 |
Bryspen Incorporated
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|
DC | 0.2 |
Clientfirst Wealth Management LLC
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|
AR | 0.2 |
Arroyo Investment Group LLC
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|
CA | 0.2 |