MCPHERSON DANNY LEE
Legal name: MCPHERSON PERSONAL ASSET MANAGEMENT
CRD #106731 SEC #801-69404 DALLAS, TX 972-354-2000
SEC Registered
Total AUM
$20.5M
Discretionary
$20.5M
Employees
5
Clients
0
Accounts
88
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 9, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCPHERSON, DANIEL, LEE | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| MCPHERSON, DANIEL, LEE | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| MCPHERSON, DANIEL, LEE | I | SOLE PROPRIETOR | E | Control |
| MCPHERSON, DANIEL, LEE | I | SOLE PROPRIETOR | E | Control |
Registrations
Federal
IA
Oct 9, 2009 REGISTERED
Notice Filings (3)
GA LA TX
Address
8360 LBJ FREEWAYSUITE 100
DALLAS, TX 75243
United States
Phone: 972-354-2000