SCHLEGEL DUNN LLC of PLANO, TX is an SEC-registered investment adviser (CRD 337990). Regulatory assets under management: $279.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Brent Jerome Dunn | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | — |
| Steven Todd Schlegel | CHIEF EXECUTIVE OFFICER AND FINANCIAL ADVISOR | — |
| Scott Jeffrey Schlegel | CHIEF FINANCIAL OFFICER AND FINANCIAL ADVISOR | — |