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VOL. 130 | NO. 87 | Tuesday, May 5, 2015

Wunderlich Acquires Dallas Investment Firm

By Andy Meek

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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.

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RECORD TOTALS DAY WEEK YEAR
PROPERTY SALES 82 82 19,655
MORTGAGES 75 75 22,989
FORECLOSURE NOTICES 7 7 8,311
BUILDING PERMITS 138 138 40,167
BANKRUPTCIES 72 72 13,176
BUSINESS LICENSES 9 9 6,146
UTILITY CONNECTIONS 52 52 13,048
MARRIAGE LICENSES 30 30 4,872

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