James
Manley
Tolleson Private Wealth Management
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About this Advisor
James Manley is a financial advisor based in Dallas, Texas, working with Tolleson Private Wealth Management. James has previously held positions at The Presidio Group/Tiedemann Advisors, Bny Mellon Wealth Management, Tolleson Private Wealth Management, and Goldman, Sachs & Co. James has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, James is part of Tolleson Private Wealth Management, which operates out of Dallas, Texas. The firm has 1 office and 116 employees. The firm manages assets totaling $8.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Tolleson Private Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tolleson Private Wealth Management Brokerage Details
$8,223,468,897
116
4,038
$2,036,520
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
James Manley Work History
Tolleson Private Wealth Management
Bny Mellon Wealth Management
The Presidio Group/Tiedemann Advisors
Goldman, Sachs & Co
Disclosures
Please visit the SEC profile of James Manley 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 Tolleson Private Wealth Management
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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