Dfw Management Corporation
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Overview
Dfw Management Corporation operates as an advisory firm based in Teaneck, New Jersey. The firm has $1.9 billion in total assets across six customer accounts, making it one of the biggest financial advisory firms in the country by assets under management (AUM). The company has a small team, including 14 financial advisors. Dfw Management Corporation does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments like equities, options and bonds.
Dfw Management Corporation administers all of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction judgments for the client's account without requiring the client's consent. The company's average account size is $319.3 million. An average advisor at Dfw Management Corporation manages fewer than one client account, placing it among the most individualized firms in the country.
The company's headquarters is at 300 Frank W. Burr Boulevard, Teaneck, New Jersey 7666. The firm is legally permitted to serve customers across 4 states, including Florida, Maryland, New Jersey and Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dfw Management Corporation by the Numbers
$1.9 billion
17
6
$319.3 million
Fee Structure
Fees for financial advice usually are based on which services the firm provides the client. However, fees charged by the company most likely consist of the following fee types: asset-based, performance-based or other. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Dfw Management Corporation caters to pooled investment vehicles. Out of its six clients, Dfw Management Corporation's largest client is pooled investment vehicles. None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Dfw Management Corporation does not have any disclosures.
Please visit its Form ADV for more details.
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