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Building 2HARRELL INVESTMENT PARTNERS, LLC

Map pinAUSTIN, TX
Phone512-759-8000
NotebookSEC #801-114354
Total AUM
$662.4M
Employees
6
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3814 MEDICAL PARKWAY
AUSTIN
TX 78756
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
512-759-8000

ReceiptFinancials

Total AUM
$662.4M
Accounts
766
Discretionary
$609.6M
Accounts
749
Non-Discretionary
$52.8M
Accounts
17

ContactClients

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Individual Clients
104
AUM
$36.8M
HNW Individual Clients
82
AUM
$622.6M
Charitable Organization Clients
1
AUM
$3.1M

Briefcase businessServices

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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
TX

HandshakeAffiliates

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

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