B
$11.9M Total AUM
$11.9M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2010
- Office Locations
- 1
Office Locations
-- Livingston TX
About Bird DOG Trading Corporation
Bird DOG Trading Corporation is a Livingston-based RIA. The firm has been operating for 16 years. Managing $11.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$11.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
16.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRIAN KEITH TAMPLEN
President
- CRD
- #2067686
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,852,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,852,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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