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FIRST DALLAS SECURITIES, INC.

DALLAS, TX · CRD 24549 · IAPD ↗ · firstdallas.com · 214-954-1177

$335.7MRegulatory AUM
9Advisory reps
20Employees
0Clients
0Planning clients
0Private funds
11States
7Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
November 2024 — FIRST DALLAS SECURITIES, INC. reported RAUM up 27% ($234.3M -> $297.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.