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 operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to cater to a client base that includes both individual and family clients, utilizing a fee structure based on a percentage of assets under management. While the firm is not classified as a capital allocator, it engages in investment activities that reflect a preference for traditional asset management strategies rather than alternative investments.
Assets & Accounts
Public Holdings
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