Falists
← Back to search

AUTUMN GLORY PARTNERS, LLC

CRD 288250 · SEC 801-110630

Visit website

8235 DOUGLAS AVENUE, SUITE 720, DALLAS, TX, 75225, United States

Phone

214-378-1212

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$747.6M

Discretionary AUM

$747.6M

Team

2 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; FLAT FEE

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals12$2.8M
High net worth individuals35$594.4M
Charitable organizations6$61.5M
Corporations/business entities12$88.5M

States served

OK, TX

All web addresses on file

Official SEC filing: View on IAPD