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Dillon Kanhalikham

Coppell Advisory Solutions LLC

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About Dillon Kanhalikham

Dillon Kanhalikham is an Investment Adviser Representative associated with Coppell Advisory Solutions LLC, registered with the state of Texas. Dillon has been in the industry since June 2018 and has been associated with Coppell Advisory Solutions since August 2024. Dillon has a Series 65 license and a SIE license. Dillon specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and businesses. Dillon has experience with a wide range of investment-related services. Dillon's firm, Coppell Advisory Solutions LLC, offers a variety of services, including financial planning, portfolio management, and selection of other advisors. Coppell Advisory Solutions LLC manages approximately $849,564,866 in assets for approximately 7,997 clients.

Firm Information

Dillon Kanhalikham is currently registered with Coppell Advisory Solutions LLC. Coppell Advisory Solutions LLC is a registered investment adviser located in DALLAS, TX, with 76 investment adviser representatives. The firm manages $849,564,866 in regulatory assets under management. They provide financial planning, selection of other advisers, and portfolio management for individuals and businesses. Coppell Advisory Solutions LLC serves high-net-worth individuals and individuals other than high-net-worth.
Coppell Advisory Solutions LLC

9111 CYPRESS WATERS BLVD SUITE 140

DALLAS, TX 75019

$849.56M

Assets Under Management

15

Total Clients

82

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dillon Kanhalikham’s Registration & Firm History

TX

08/16/2024 - Present

Coppell Advisory Solutions LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 01/06/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dillon Kanhalikham.
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