MS
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
46 clients
Average Client Portfolio
$44.8M average
Assets Under Management
$2.1B
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Advisor Information
Office location
200 Crescent Court, Ste 1400, Dallas, TX, 75201
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael works as a Regional Director for Strive Asset Management, LLC, acting as an internal sales consultant. This activity takes up a full-time commitment.
Employment History
Current Registrations
Strive Asset Management
November 2023 - Present · 2 yrs 2 mos
Quasar Distributors, LLCBroker
June 2020 - Present · 5 yrs 7 mos
Quasar Distributors, LLC
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
Alpha Architect
September 2021 - May 2022 · 8 mos
Pacer Financial, INC.Broker
February 2012 - April 2019 · 7 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.