AdvisorCensus / Financial advisors / Texas / Dallas, TX / Bank of America
Financial advisors in Dallas, TX using Bank of America
3 SEC-registered investment advisory firms headquartered in the Dallas, TX metro area name Bank of America as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Concorde Investment Management | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| NB Alternatives Advisers LLC | Dallas | SEC-registered investment adviser | Over $5 billion |
| Penn Davis McFarland Inc | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Bank of America nationwide
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AdvisorCensus. Financial advisors in Dallas, TX using Bank of America. https://advisorcensus.com/advisors/tx/dallas/custodians/bank-of-america https://advisorcensus.com/advisors/tx/dallas/custodians/bank-of-america