RIA Intelligence

FIRESIDE CAPITAL ADVISORS INC.

CRD #175021 SEC #801-107581 DALLAS, TX 469-357-6370
SEC Registered
Total AUM
$262.3M
Discretionary
$164.9M
Employees
3
Clients
--
Accounts
373

Firm Details

Organization Type
Corporation
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 22, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
PENNER, JOSEPH, STEPHENIPRESIDENT AND CCOE Control
DWIGHT, TIMOTHY, LAWRENCEIINVESTMENT ADVISOR REPRESENTATIVEB
DWIGHT, TIMOTHY, LAWRENCEIINVESTMENT ADVISOR REPRESENTATIVEB
DWIGHT, TIMOTHY, LAWRENCEIINVESTMENT ADVISOR REPRESENTATIVEB
DWIGHT, TIMOTHY, LAWRENCEIINVESTMENT ADVISOR REPRESENTATIVEB

Registrations

Federal

IA
Mar 22, 2024 REGISTERED

Notice Filings (2)

LA TX

Address

14785 PRESTON ROAD
SUITE 590
DALLAS, TX 75254
United States
Phone: 469-357-6370