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Building 2CAPSTAR FINANCIAL SERVICES LLC

Map pinAUSTIN, TX
Phone(512) 215-9030
NotebookSEC #801-114897
Total AUM
$87.1M
Employees
4
Clients
229

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6500 RIVER PLACE SUITE 200 BUILDING 1
AUSTIN
TX 78730
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(512) 215-9030

ReceiptFinancials

Total AUM
$87.1M
Accounts
351
Discretionary
$87.1M
Accounts
351
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
206
AUM
$63.6M
HNW Individual Clients
23
AUM
$23.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
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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