Diesslin Group, Inc.

RIASEC RegisteredEst. 1988

Total AUM

$696M

Discretionary

$643M

92% of AUM

Avg account

$623K

Accounts

1,117

Employees

Advisory reps

Firm details

Headquarters: Fort Worth, Texas
CRD number: 110557
Registered since: April 28, 1988
Website: diesslin.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI86.22%
Individuals7.61%
Charitable Organizations5.73%
Banking / Thrift Institutions0.38%
Pooled Investment Vehicles0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Diesslin Group, Inc. is an independent registered investment adviser established in 1988 and owned by an individual principal. The firm serves both high-net-worth individuals/families and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and management of pooled investment vehicles. Diesslin also performs selection-of-other-advisers work and acts as a sponsor/GP/managing member for pooled vehicles, positioning itself as an allocator that both constructs portfolios and directs outside managers. Fee arrangements are flexible: the firm charges based on a percentage of assets under management and may also use hourly, fixed-fee, and performance-based fee structures. Diesslin does not identify as an active ESG investor and its regulatory filings indicate it is not a multi-state adviser.