Cordatus Advisors, LLC

Cordatus Advisors, LLC (CRD# 169653) is a financial advisory firm headquartered in Dallas, TX. They manage $15,000,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $2,500,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Cordatus Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David C. Dunlap
CRD#: 6235234
2911 Turtle Creek Blvd., Ste. 1280, Dallas, TX 75219
90
Wealthminder
score

David Dunlap (CRD# 6235234) is an Investment Advisor Representative working at Cordatus Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.

2
Kevin F. Lippincott
CRD#: 6233856
2911 Turtle Creek Blvd., Ste. 1280, Dallas, TX 75219
89
Wealthminder
score

Kevin Lippincott (CRD# 6233856) is an Investment Advisor Representative working at Cordatus Advisors, LLC in Dallas, TX and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.