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Building 2PLANNING WORKS ADVISORY, INC.

Map pinAUSTIN, TX
Phone512-498-7526
NotebookSEC #801-123012
Total AUM
$199.8M
Employees
4
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7719 WOOD HOLLOW DRIVE
STE 216
AUSTIN
TX 78731
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
512-498-7526

ReceiptFinancials

Total AUM
$199.8M
Accounts
623
Discretionary
$199.8M
Accounts
623
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
45
AUM
$23.8M
HNW Individual Clients
84
AUM
$174.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M

Briefcase businessServices

View ADV Part 2 brochures →

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

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