Diesslin Group Inc.

EST. AUM
$696,317,975

CONTACTS
7

CLIENT ACCOUNTS
1,117

Firm Details

Metro area Dallas
CRD Number 110557
Website diesslin.com
Client types

Overview

Diesslin Group Inc. is an $600-million RIA based in Fort Worth, Texas. The firm is a team-oriented and independent, fee-only financial planning and investment management firm dedicated to meeting clients' financial advisory needs. Established by founder David Diesslin in 1980, their client-focused culture has been central to their ideology since inception. Diesslin Group, Inc. offers financial planning and investment solutions to a diverse range of clients, including individuals, couples, families, family entities, trusts, small business owners, and charitable foundations or endowments. Whether clients are seeking assistance as individuals, entities, or organizations, the firm is available to help them achieve their financial objectives. They offer complimentary meetings to discuss clients' goals and provide an overview of how they can add value to their financial journey.

Platform Details

Investment Preferences

Alternative Activity