RIA Intelligence

FINANCIAL EDGE

CRD #114609 SEC #801-60619 PLANO, TX 972-733-4055
SEC Registered
Total AUM
$39.6M
Discretionary
$0
Employees
5
Clients
101
Accounts
345

Firm Details

Organization Type
Partnership
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 3, 2006
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DORSEY, BONNIE, IONEIPARTNERNA
DORSEY, BONNIE, IONEIPARTNERNA
HINOJOSA, LIANN, MARIEIPARTNERNA
HINOJOSA, LIANN, MARIEIPARTNERNA
HINOJOSA, LIANN, MARIEIPARTNERNA
FITZGERALD, MARY, CATHERINEIGENERAL PARTNER/CHIEF COMPLIANCE OFFICERE Control
FITZGERALD, MARY, CATHERINEIGENERAL PARTNER/CHIEF COMPLIANCE OFFICERE Control
FITZGERALD, MARY, CATHERINEIGENERAL PARTNER/CHIEF COMPLIANCE OFFICERE Control
FITZGERALD, MARY, CATHERINEIGENERAL PARTNER/CHIEF COMPLIANCE OFFICERE Control
FITZGERALD, MARY, CATHERINEIGENERAL PARTNERE Control
DORSEY, BONNIE, IONEIPARTNERD
DORSEY, BONNIE, IONEIPARTNERD
DORSEY, BONNIE, IONEIPARTNERD
FITZGERALD, MARY, CATHERINEIGENERAL PARTNERD Control
FITZGERALD, MARY, CATHERINEIGENERAL PARTNERD Control
FITZGERALD, MARY, CATHERINEIGENERAL PARTNERD Control

Registrations

Federal

IA
Jan 3, 2006 REGISTERED

Notice Filings (1)

TX

Address

5164 VILLAGE CREEK DRIVE
SUITE 200
PLANO, TX 75093
USA
Phone: 972-733-4055