A complete list of active advisors currently associated with Dallas Money Management LLC
Warmer can help you find a great advisor at Dallas Money Management LLC or one who fits your needs even better.
Dallas Money Management LLC provides discretionary investment supervisory services to individuals and high‑net‑worth individuals, using client-specific Investment Policy Statements to guide portfolio construction across mutual funds, equities, bonds, ETFs and government securities. The brochure reports about $900,760 in discretionary assets under management and notes there is no account minimum; the firm currently manages assets for one client. The firm combines charting, fundamental and technical analysis to select investments and requests discretionary trading authority to implement client plans. Its stated strategies include long- and short-term trading as well as the use of short sales, margin and options writing, and accounts are reviewed quarterly with monthly performance reporting. What is distinctive about the firm is that the principal is also a licensed real estate broker and may offer clients real estate advice or products outside the advisory business, a relationship the brochure identifies as a potential conflict of interest. The firm also requires clients to use its recommended custodian and documents specific personal-trading restrictions for representatives, practices that differentiate it from many peers.
To learn more about the advisors currently working at Dallas Money Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Garland, TX
| 15
|
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