Schlegel Dunn LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 337990
- SEC number
- 801-134319
- Firm type
- RIA
- Assets under management
- $279.1M as of Jan 27, 2026
- Website
- schlegeldunn.com ↗
- Phone
- (972) 327-3607
- Address
- 7160 Dallas Parkway, Plano, TX, 75024
Advisors at this firm
3 in our index · page 1 of 1
-
Brent Jerome DunnCRD 5779175 · Plano, TXIA RegisteredRegistration inactive
-
Scott Jeffrey SchlegelCRD 5321133 · Plano, TXIA RegisteredRegistration inactive
-
Steven Todd SchlegelCRD 4356206 · Plano, TXIA RegisteredRegistration inactive
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 337990 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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