P38 Enterprises, Inc. (Denton)

P38 Enterprises provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

P38 Enterprises: assets under management

The assets under management (AUM) of P38 Enterprises, Inc. is $46.83 million. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $43.94 million in discretionary accounts and $2.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $665.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $722.47 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay P38 Enterprises, Inc. for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Denton

The principal office where P38 Enterprises, Inc. performs its advisory services is located at 11413 Ridgedale Court, Denton, TX 76207, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 940-262-1106 or by fax 940-262-3008. The normal business hours are by appointment on Other. You can find more information about the New York firm at p38enterprises.com.

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