RIA Intel›Advisers›Texas›FIRST DALLAS SECURITIES, INC.

FIRST DALLAS SECURITIES, INC.

Advisory

N·DALLAS, TX

Data as of Oct 29, 2024 · Source: SEC Form ADV

Total AUM
$336M
1-Year AUM Growth
+26.9%
3-Year CAGR
+15.1%
Employees
9
Assets Under Management
Total AUM$336M
Discretionary AUM$336M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients266
Team
Total Employees9
Investment Advisers20
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record57
First FilingJan 27, 2006
Latest FilingOct 29, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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