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Schlegel Dunn LLC
SCHLEGEL DUNN LLC is an SEC-registered investment adviser in PLANO, TX, registered since 2025. The firm manages $279 million in assets, $276 million on a...
Overview
SCHLEGEL DUNN LLC is an SEC-registered investment adviser in PLANO, TX, registered since 2025. The firm manages $279 million in assets, $276 million on a discretionary basis. It has 4 employees and 3 investment advisers.
General information
Firm type
RIA
Location
City
Plano, TX
Frequently asked questions
Who runs investment decisions at Schlegel Dunn LLC?
No named principals or investment decision-makers are identified in public records for Schlegel Dunn LLC.
What investment strategy does Schlegel Dunn LLC pursue?
The firm's investment strategy is not publicly documented. No asset-class preferences, stage focus, or portfolio holdings are available.
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