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Vinson Davidson

TEAKWOOD MANAGEMENT, LLC·COPPELL, Texas
Unclaimed Profile
106 N. DENTON TAP RD, COPPELL, TX 75019CRD# 6037649Firm CRD# 161876
01

About

Vinson Davidson is a registered financial advisor based in COPPELL, Texas, affiliated with TEAKWOOD MANAGEMENT, 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
TEAKWOOD MANAGEMENT, LLC
TEAKWOOD CAPITAL
AUM
$189M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at TEAKWOOD MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6037649
Firm CRD# 161876
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Vinson Davidson offer?
Vinson Davidson specializes in Retirement Planning. Contact their office in COPPELL, Texas for a consultation.
What are Vinson Davidson's credentials?
Vinson Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vinson Davidson located?
Vinson Davidson is based in COPPELL, Texas, working with TEAKWOOD MANAGEMENT, LLC. Their office serves clients in the COPPELL metropolitan area and surrounding communities.
How does Vinson Davidson charge for services?
Vinson Davidson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEAKWOOD MANAGEMENT, LLC?
TEAKWOOD MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $189M in regulatory assets under management. See their Form ADV for full details.
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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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