1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2EGGERSS CAPITAL MANAGEMENT

Map pinBOERNE, TX
Phone210.526.0057
NotebookSEC #801-109959
Total AUM
$150.2M
Employees
4
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
114 E. HIGHLAND
BOERNE
TX 78006
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
210.526.0057

ReceiptFinancials

Total AUM
$150.2M
Accounts
497
Discretionary
$147.1M
Accounts
486
Non-Discretionary
$3.2M
Accounts
11

ContactClients

View more in analytics →

Individual Clients
150
AUM
$59.8M
HNW Individual Clients
42
AUM
$87.4M
Charitable Organization Clients
1
AUM
$2.3M
Corporation or Business Clients
1
AUM
$614.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account