Dallas Money Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 153652
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dallas Money Management LLC is an independently owned RIA organized as a limited liability company that provides fee-based portfolio management primarily for individual and family clients, along with small businesses. The firm charges a percentage of assets under management and describes its core advisory activity as discretionary portfolio management. It is not positioned as a multi-state adviser, is not an active ESG investor, and does not serve as a capital allocator or pension consultant. The firm also lists an industry affiliation as a real estate broker.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents73%
- Public Funds/Mutual Funds25%
- Exchange Traded Equities2%
Contacts
1 of 1John Moore
Owner, PresidentCRD 851595
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations