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INVERDALE CAPITAL MANAGEMENT, LLC
INVERDALE CAPITAL MANAGEMENT, LLC
DALLAS, Texas
·
2 registered advisors
·
CRD# 165861
SEC# 802-131483
1
214.871.2900
01
Firm Overview
AUM
$82M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at INVERDALE CAPITAL MANAGEMENT, LLC
2 registered advisors
Ryan Martin Small
DALLAS, Texas
CRD# 6131308
William Guerdan Hardy
DALLAS, Texas
CRD# 6758368
05
Office Locations
DALLAS, Texas
2 advisors
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Data sourced from SEC Form ADV filings. INVERDALE CAPITAL MANAGEMENT, LLC (CRD# 165861) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.