Dlr Advisors LLC is an adviser based in Richmond. It manages $4.7 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.
Dlr Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dlr Advisors LLC is $4.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dlr Advisors LLC for their services and products based on a percentage of assets under management and performance-based 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.
Adam Leo Segal has been acting as President since 1 Jan 2000. Gary Edward Merritt joined the executive team most recently as the Chief Financial Officer.
The principal office where Dlr Advisors LLC performs its advisory services is located at 210 Main Street, Richmond, TX 77469, 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 281-342-6225 or by fax 281-342-5832. The normal business hours are 9:00am to 4:00pm on Monday - Friday. You can find more information about the New York firm at www.dlr.net.