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Building 2LIVE OAK INVESTMENT PARTNERS

Map pinAUSTIN, TX
Phone512-532-4700
NotebookSEC #801-116882
Total AUM
$235.5M
Employees
4
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3103 BEE CAVE ROAD
SUITE 104
AUSTIN
TX 78746-5523
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
512-532-4700

ReceiptFinancials

Total AUM
$235.5M
Accounts
822
Discretionary
$213.9M
Accounts
814
Non-Discretionary
$21.7M
Accounts
8

ContactClients

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Individual Clients
250
AUM
$68.3M
HNW Individual Clients
67
AUM
$145.6M
Pension/Profit Sharing Plan Clients
8
AUM
$21.7M
Investment Advisor Clients
1
AUM
$3.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGATX

HandshakeAffiliates

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

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