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Building 2CAM INVESTOR SOLUTIONS

Map pinAUSTIN, TX
Phone720-575-7775
NotebookSEC #801-108801
Total AUM
$155.4M
Employees
3
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
623 W 38TH STREET
SUITE 320
AUSTIN
TX 78705
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
720-575-7775
Other Offices
2

ReceiptFinancials

Total AUM
$155.4M
Accounts
623
Discretionary
$155.4M
Accounts
623
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$5.4M
HNW Individual Clients
102
AUM
$146.1M
Pension/Profit Sharing Plan Clients
5
AUM
$3.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGANETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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