» Subscribe Today!
More of what you want to know.
The Daily News
X

Forgot your password?
TDN Services
Research millions of people and properties [+]
Monitor any person, property or company [+]

Skip Navigation LinksHome >
VOL. 130 | NO. 87 | Tuesday, May 5, 2015

Wunderlich Acquires Dallas Investment Firm

By Andy Meek

Print | Front Page | Email this story | Email reporter | Comments ()

Memphis-based Wunderlich Investment Co. has reached a deal to acquire Dallas-based independent investment advisory firm Fiduciary Financial Services of the Southwest.

With more than $400 million in assets under management, Fiduciary Financial will operate as a subsidiary of Wunderlich. Paul Welch will continue as chairman of the investment strategy committee and portfolio manager. And all associates will continue to serve clients in their current capacities.

Fiduciary Financial will remain based in Dallas.

Wunderlich Investment is the parent company of Wunderlich Securities Inc., a full-service broker dealer based in Memphis. It operates 33 offices in 18 states with more than 600 employees.

RECORD TOTALS DAY WEEK YEAR
PROPERTY SALES 56 437 16,061
MORTGAGES 76 508 18,556
FORECLOSURE NOTICES 8 56 2,461
BUILDING PERMITS 241 876 33,390
BANKRUPTCIES 64 301 10,314
BUSINESS LICENSES 15 125 5,303
UTILITY CONNECTIONS 17 125 6,273
MARRIAGE LICENSES 19 98 3,511