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Building 2ENZI WEALTH

Map pinAUSTIN, TX
Phone512-795-0030
NotebookSEC #801-121746
Total AUM
$450.9M
Employees
7
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2406 LAKE AUSTIN BLVD.
AUSTIN
TX 78703
United States
Operating Hours
APPOINTMENT ONLY
APPOINTMENT ONLY
Phone
512-795-0030

ReceiptFinancials

Total AUM
$450.9M
Accounts
866
Discretionary
$444.6M
Accounts
863
Non-Discretionary
$6.2M
Accounts
3

ContactClients

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Individual Clients
79
AUM
$38M
HNW Individual Clients
140
AUM
$405.9M
Pension/Profit Sharing Plan Clients
3
AUM
$6.2M
Corporation or Business Clients
2
AUM
$792.9K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTXVA

HandshakeAffiliates

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

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