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AdvisorCensus / Financial advisors / Texas / Dallas, TX / State Street Bank and Trust Company

Financial advisors in Dallas, TX using State Street Bank and Trust Company

3 SEC-registered investment advisory firms headquartered in the Dallas, TX metro area name State Street Bank and Trust Company as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Dallas, TX ยท How this list is built

FirmCityRegistrationAssets band
American Beacon Advisors, Inc.IrvingSEC-registered investment adviserOver $5 billion
Ranger Investment Management,l.p.DallasSEC-registered investment adviser$1 billion to $5 billion
Westwood Management CorpDallasSEC-registered investment adviserOver $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. State Street Bank and Trust Company nationwide

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AdvisorCensus. Financial advisors in Dallas, TX using State Street Bank and Trust Company. https://advisorcensus.com/advisors/tx/dallas/custodians/state-street-bank-trust
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