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CRD 284070
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WISSAM HUSSEIN BILAL | n/a | Allen, TX | 3 | 16 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BILAL, WISSAM, HUSSEIN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | yes | 02/2015 | Feb 1, 2017 | Jul 11, 2023 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Jan 27, 2023 | $2.8M | $2.8M | 1 | 1 | 1 | n/a | n/a |
| 2021 | Jan 17, 2022 | $2.6M | $2.6M | 1 | 1 | 0 | n/a | n/a |
| 2020 | Jan 7, 2021 | $2.3M | $2.3M | 1 | 1 | 0 | n/a | n/a |
| 2019 | Jan 14, 2020 | $419,000 | $396,000 | 1 | 1 | 0 | n/a | n/a |
| 2018 | Jan 16, 2019 | $297,000 | $278,000 | 1 | 1 | 0 | n/a | n/a |
| 2017 | Jan 17, 2018 | $16,000 | $16,000 | 1 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $2.8M | $2.6M | 6.1% | $419,000 | 88.0% | 1 | 1 | 0 | 0 |