Roland, Criss Investment Research, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Arlington, Texas
CRD number
292171
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Pension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Roland, Criss Investment Research, LLC is an independent registered investment adviser organized as an LLC. The firm operates with a fee model that includes hourly and fixed fees and provides advisory services that emphasize pension consulting and educational seminars or workshops. Data indicates the adviser does not identify as an active ESG investor and is not designated as a multi-state adviser. The firm is not classified as a capital allocator in the available snapshot.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Donald Denton

    Donald Denton

    Vice PresidentCRD 4544026

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Arlington, TX

Tarrant

Location

Arlington, TX

Headquartered in Arlington, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
2221 E Lamar Blvd
Time zone
CT (UTC-6)
Office locations

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