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DALLAS FINANCIAL ADVISORS, LLC
CRD 328001
7616 LBJ FWY, STE 724, DALLAS, TX, 75251, United States
Phone
214-245-4572
Fax
214-261-2214
Registration
— (—)
Source
State registered
Total AUM
$80.9M
Discretionary AUM
$80.9M
Team
4 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $69.1M |
| High net worth individuals | 1 | $11.8M |
All web addresses on file
Official SEC filing: View on IAPD