Diesslin Group, Inc.

RIASEC Registered

Total AUM

$696M

Discretionary

$643M

92% of AUM

Avg account

$623K

Accounts

1,117

Employees

Advisory reps

Firm details

Headquarters: Fort Worth, Texas
CRD number: 110557
Registered since: April 28, 1988
Website: diesslin.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI86.22%
Individuals7.61%
Charitable Organizations5.73%
Banking / Thrift Institutions0.38%
Pooled Investment Vehicles0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Diesslin Group, Inc. is an independent registered investment adviser (SEC-registered in 1988) that serves both individual/family and institutional clients. The firm functions as a capital allocator and provides a blend of financial planning and portfolio management across individual accounts and pooled investment vehicles. Its advisory services include selecting third-party managers and sponsoring or acting as general partner/managing member for pooled vehicles. Fee arrangements are varied and include AUM-based fees, hourly and fixed fees, and performance-based structures. The firm does not identify as an active ESG investor.