Allbright Financial Advisors Inc (Dallas)

Name: Allbright Financial Advisors Inc
Address: 6116 N. Central Expressway, Dallas, TX, 75206 5162
Telephone: 214-691-5900

Allbright Financial Advisors Inc is a large advisory firm based in Dallas. It manages $237.66 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Allbright Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, 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.

Allbright Financial Advisors: assets under management

The assets under management (AUM) of Allbright Financial Advisors Inc is $237.66 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 56% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 17% of the firm’s portfolio. Investments in exchange traded securities form 17% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Allbright Financial Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.

What kind of clients William Robert Allbright serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of William Robert Allbright is high net worth individuals with 47 clients and $225.9 million of assets under management. Among the 12 most similar advisory firms, Allbright Financial Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $237.66 million for 79 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Allbright Financial Advisors doesn't advise any private funds.

Careers at Allbright Financial Advisors Inc

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Robert Allbright	President/chief compliance officer	1 Mar 2000	75% - 100%	1114087

Based in Dallas

The principal office where Allbright Financial Advisors Inc performs its advisory services is located at 6116 N. Central Expressway, Dallas, TX 75206 5162, 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 214-691-5900 or by fax 214-691-5903. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at raymondjames.com/allbrightfinancialadvisors.