RIA Intel›Advisers›Texas›SUEING INVESTMENTS, LLC

SUEING INVESTMENTS, LLC

Advisory

DALLAS, TX

Data as of Oct 21, 2024 · Source: SEC Form ADV

Rank in TX

#2,306

of 2,813 advisers by AUM

Average account

$600K

across 20 accounts

Source: SEC Form ADV. Figures as filed Oct 21, 2024.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

The full client-type breakdown and the share of AUM each category represents.

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