SCHLEGEL DUNN LLC
SEC Form ADV profile.
Total regulatory AUM
$279,073,436
Discretionary
$275,675,460
Non-discretionary
$3,397,976
Firm details
- CRD number
- 337990
- SEC file number
- 801-134319
- Main office
- PLANO, TX, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://schlegeldunn.com
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.