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Kull Fred Financial Advisers Inc (Dallas)


Kull Fred Financial Advisers Inc is a large advisory firm based in Dallas. It manages $159.77 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Kull Fred Financial Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kull Fred Financial Advisers: assets under management

The assets under management (AUM) of Kull Fred Financial Advisers Inc is $159.77 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $159.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.8 million each.

Fees & Commissions

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

Based in Dallas

The principal office where Kull Fred Financial Advisers Inc performs its advisory services is located at 5944 Luther Ln, Dallas, TX 75225 5916, 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 214-368-5959 or by fax 214-368-1334. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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