James
Haddaway

Satori Capital, LLC

CRD#5146185
Investment Advisor
in Dallas, TX

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About this Advisor

James Haddaway is a financial advisor based in Dallas, Texas, working with Satori Capital, LLC. James has previously held a position at Satori Capital, LLC and is registered to provide services in Texas. Currently, James is part of Satori Capital, LLC, which operates out of Dallas, Texas. The firm has 1 office and 35 employees. The firm manages assets totaling $1.4 billion and offers portfolio management for pooled investment vehicles. The fee structure at Satori Capital, LLC includes asset-based, performance-based, and other fees.

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

2501 N. Harwood Street Suite 2001
Dallas, TX 75201

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Satori Capital, LLC Brokerage Details

Total Assets Under Management

$1,444,128,082

TX Average: $3,042,739,679
Total Number of Employees

35

TX Average: 49
Total Number of Accounts

15

TX Average: 2,315
Average Account Size

$96,275,205

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

James Haddaway Work History

2012 - Present (12 years)

Satori Capital, LLC

Disclosures

Please visit the SEC profile of James Haddaway to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Satori Capital, LLC

James Haddaway
Dallas, TX
John Grafer
Dallas, TX
Sunny Vanderbeck
Dallas, TX
Randall Eisenman
Dallas, TX
Edmund Burke
Dallas, TX

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