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Cooper Birdsall Stuart

PHOENIX CAPITAL REALTY ADVISORS, LLC·ADDISON, Texas
Unclaimed Profile
15725 NORTH DALLAS PARKWAY, ADDISON, TX 75001CRD# 1080085Firm CRD# 161129
01

About

Cooper Birdsall Stuart is a registered financial advisor based in ADDISON, Texas, affiliated with PHOENIX CAPITAL REALTY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PHOENIX CAPITAL REALTY ADVISORS, LLC
PHOENIX CAPITAL REALTY ADVISORS, LLC
AUM
$233M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at PHOENIX CAPITAL REALTY ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: % OF INITIAL INVESTMENT COSTS
Regulatory
SEC/IARD CRD# 1080085
Firm CRD# 161129
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cooper Birdsall Stuart offer?
Cooper Birdsall Stuart specializes in Retirement Planning. Contact their office in ADDISON, Texas for a consultation.
What are Cooper Birdsall Stuart's credentials?
Cooper Birdsall Stuart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cooper Birdsall Stuart located?
Cooper Birdsall Stuart is based in ADDISON, Texas, working with PHOENIX CAPITAL REALTY ADVISORS, LLC. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does Cooper Birdsall Stuart charge for services?
Cooper Birdsall Stuart's firm is compensated through percentage of aum, performance-based fees, other: % of initial investment costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHOENIX CAPITAL REALTY ADVISORS, LLC?
PHOENIX CAPITAL REALTY ADVISORS, LLC has approximately 17 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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