D.R. Saur Financial, Inc. is an adviser based in Dallas. It manages $65.97 million of regulatory assets for 825 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.
D.R. Saur Financial provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of D.R. Saur Financial, Inc. is $65.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 136% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay D.R. Saur Financial, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where D.R. Saur Financial, Inc. performs its advisory services is located at 12900 Preston Road, Suite 400, Dallas, TX 75230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-559-3944 or by fax 214-866-0066. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.drsaurfinancial.com.