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FIRST DALLAS SECURITIES, INC.
CRD 24549 · SEC 801-66208
2905 MAPLE AVE., DALLAS, TX, 75201, United States
Phone
214-954-1177
Fax
214-754-8721
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$335.7M
Discretionary AUM
$335.7M
Team
20 total employees; 9 advisory reps
Clients
0
Fees
Commissions
Org form
Corporation
Filing date
2025-10-31
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 154 | $46.0M |
| High net worth individuals | 99 | $240.0M |
| Banking/thrift institutions | 2 | $16.9M |
| Charitable organizations | 3 | $6.9M |
| Corporations/business entities | 8 | $25.9M |
States served
AZ, AR, CA, CO, GA, LA, NE, NC, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD