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SCHLEGEL DUNN LLC
CRD 337990 · SEC 801-134319
7160 DALLAS PARKWAY, SUITE 230, PLANO, TX, 75024, United States
Phone
(972) 327-3607
Fax
(927) 767-5055
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$279.1M
Discretionary AUM
$275.7M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $48.7M |
| High net worth individuals | 75 | $227.0M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD