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Diesslin & Associates Inc

Diesslin & Associates Inc
Diesslin & Associates Inc is a RIA based in Fort Worth, TX with $602M in AUM and with 10 advisors nationwide. David Howard Diesslin is the majority owner of the firm and has been in this role with the firm since 1980.

Advisors (10)

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Name Start Date
Henry Wendel Jan 2007
Brittany Caitlin Bradford Jul 2010
Melissa Renee Villegas Aug 2010
Charles Agnew Denison Aug 2010
David Howard Diesslin Mar 1988
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$602.0M
Total Assets
2K
Accounts
$309.4K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
David Howard Diesslin Director/Chairman/Chief Executive Officer 10/01/1980
Davis Bradley Bourland President/Director/Chief Operating Officer/Chief Compliance Officer 12/01/2010
Gray, Shawn, L Treasurer and Secretary 03/01/2011

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
303 Main Street
Fort Worth , TX 76102-4067
Phone Number: 817-332-6122
Other Offices Address City State Zip
2639 Yeager Rd West Lafayette IN 47906

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Other: (6) Performance-based fees