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DIESSLIN GROUP, INC.
CRD 110557 · SEC 801-31827
425 HOUSTON STREET, SUITE 500, FORT WORTH, TX, 76102-7411, United States
Phone
817-332-6122
Fax
817-335-4839
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$696.3M
Discretionary AUM
$642.6M
Team
12 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Other (specify)
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers"FINANCIAL PLANNING" IS BROAD, BUT SOME SERVICES (FOR EXAMPLE, EXPERT WITNESS OR REAL ESTATE ADVISORY SERVICE) MAY FALL OUTSIDE.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $53.0M |
| High net worth individuals | 147 | $600.4M |
| Banking/thrift institutions | 2 | $2.7M |
| Pooled investment vehicles | 1 | $392K |
| Charitable organizations | 3 | $39.9M |
States served
AZ, CA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD