DD
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
120 clients
Average Client Portfolio
$170K average
Assets Under Management
$20.4M
Fee Structure
This brochure supplement provides information about Bruce Louis Sutherland. There is no fee information provided in this brochure supplement.
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Advisor Information
Office location
Dallas, TX
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
Daniel is the CFO of CHI Investment Corporation, a syndicator for real estate limited partnerships, dedicating a few hours per week to managing financial affairs for existing partnerships. He also works as an attorney for Burrows Law Group on an occasional basis.
Employment History
Current Registrations
American Elite Advisory
February 2017 - Present · 8 yrs 11 mos
Previous Registrations
Dower Strategic Capital, INC.
September 2011 - February 2017 · 5 yrs 5 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.