Promus Asset Management, LLC
Promus Asset Management, LLC (CRD# 157484) is a financial advisory firm headquartered in Dallas, TX. They manage $169,873,852 in 171 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management170MILLION
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Total Number of Accounts171ACCOUNTS
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Average Account Value$993,414
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
TX
Brandon Pope (CRD# 2509122) is an Investment Advisor Representative working at Promus Asset Management, LLC in Dallas, TX and has over 23 years of experience in the finance industry. Brandon Pope has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joshua Prince (CRD# 5142443) is an Investment Advisor Representative working at Promus Asset Management, LLC in Dallas, TX and has over 10 years of experience in the finance industry. Joshua Prince has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.