Coppell Advisory Solutions, Llc (Dallas)
Coppell Advisory Solutions, Llc Is a Large Advisory Firm Based in Dallas. It Manages $250.47 Million of Regulatory Assets for 9,644 Client Accounts. It Has...
Coppell Advisory Solutions, LLC is a large advisory firm based in Dallas. It manages $250.47 million of regulatory assets for 9,644 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 45 other states.
Coppell Advisory Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
Coppell Advisory Solutions: assets under management
The assets under management (AUM) of Coppell Advisory Solutions, LLC is $250.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 292% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $250.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.97 thousand each.
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Investments
The firm invests in exchange traded securities the most. They account for 75% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 15% of the firm’s portfolio. Investments in state and local bonds form 6% of the total invested assets.
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