$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
0 Employees
40 ADV. Clients
20 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2006
- Office Locations
- 1
Office Locations
2626 Avenue Suite 300 Dallas TX
About Sueing Investments, LLC
Sueing Investments, LLC is a Dallas-based RIA. The firm has been operating for 20 years. Managing $12.0M in total assets under management, They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$300.0K AVG AUM / CLIENT
20.4 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
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Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
L
LINDA SUEING JACKSON
Chief Executive Officer, President
- CRD
- #1299901
- 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 | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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