DRIFTWOOD CAPITAL, LLC

DALLAS, Texas·2 registered advisors·CRD# 299088
SEC# 801-1142620972-818-5094
01

Firm Overview

AUM
$8M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at DRIFTWOOD CAPITAL, LLC

2 registered advisors
Charles Collins Hart
DALLAS, Texas
Erik Edward Andersen
DALLAS, Texas
05

Office Locations

DALLAS, Texas
2 advisors

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Data sourced from SEC Form ADV filings. DRIFTWOOD CAPITAL, LLC (CRD# 299088) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.