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Building 2CLS PARTNERS RETIREMENT SERVICES

Map pinAUSTIN, TX
Phone512-306-9300
NotebookSEC #801-112460
Total AUM
$285.4M
Employees
4
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3600 N. CAPITAL OF TEXAS HWY.
BLDG. B, SUITE 200
AUSTIN
TX 78746
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
512-306-9300
Other Offices
1

ReceiptFinancials

Total AUM
$285.4M
Accounts
39
Discretionary
$76.3M
Accounts
4
Non-Discretionary
$209.1M
Accounts
35

ContactClients

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Pension/Profit Sharing Plan Clients
39
AUM
$285.4M

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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