$900.8K Total AUM
$900.8K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-25-2010
- Office Locations
- 1
Office Locations
-- Garland TX
About Dallas Money Management LLC
Dallas Money Management LLC is a Garland-based RIA. The firm has been operating for 16 years. Managing $900.8K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$900.8K AVG AUM / ADVISOR
$900.8K AVG AUM / CLIENT
16.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN ROGER MOORE
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #851595
- 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 | $900,760 | -- |
| Non-Discretionary | $0 | -- |
| Total | $900,760 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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