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Building 2KERSHNER STRATEGIC OPPORTUNITY ADVISORS, LLC

Map pinAUSTIN, TX
Phone(512) 439-8172
NotebookSEC #801-119281
Total AUM
$168.1M
Employees
10
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1825-B, KRAMER LANE
SUITE 200
AUSTIN
TX 78758
United States
Operating Hours
7:00AM - 7:00PM
Monday - Friday
Phone
(512) 439-8172

ReceiptFinancials

Total AUM
$168.1M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$168.1M
Accounts
1

ContactClients

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Corporation or Business Clients
1
AUM
$168.1M

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

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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