Annandale Capital, LLC
Annandale Capital, LLC (CRD# 136667) is a financial advisory firm headquartered in Dallas, TX. They manage $1,049,406,000 in 188 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,049MILLION
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Total Number of Accounts188ACCOUNTS
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Average Account Value$5,581,947
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, NY, TX
Financial Advisors at Annandale Capital, LLC
1
George Seay (CRD# 3070022) is an Investment Advisor Representative working at Annandale Capital, LLC in Dallas, TX and has over 25 years of experience in the finance industry.
2
Craig Wenning (CRD# 3095090) is an Investment Advisor Representative working at Annandale Capital, LLC in , and has over 18 years of experience in the finance industry.
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