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CONTI TEXAS ORGANIZATION, INC.
CONTI TEXAS ORGANIZATION, INC.
CONTI CAPITAL
DALLAS, Texas
·
5 registered advisors
·
CRD# 318280
SEC# 801-126583
2
972-331-6881
01
Firm Overview
AUM
$360M
Regulatory assets under management
Employees
37
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: REAL ESTATE RELATED FEES, SUCH AS ACQUISITION, DISPOSITION FEES
03
Specialties
Retirement Planning
04
Advisors at CONTI TEXAS ORGANIZATION, INC.
5 registered advisors
Brent Alan Streit
DALLAS, Texas
CRD# 7691891
Brian Gerard Hulla
DALLAS, Texas
CRD# 4943767
Carlos Pedro Vaz
DALLAS, Texas
CRD# 7483661
David Joel Quiram
DALLAS, Texas
CRD# 7691887
Tricia Selina Patel
DALLAS, Texas
CRD# 7691885
05
Office Locations
DALLAS, Texas
5 advisors
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Data sourced from SEC Form ADV filings. CONTI TEXAS ORGANIZATION, INC. (CRD# 318280) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.