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Building 2SINECERA CAPITAL, LLC

Map pinAUSTIN, TX
Phone512-980-4600
NotebookSEC #801-123377
Total AUM
$124.6M
Employees
6
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 WILD BASIN ROAD
STE 100
AUSTIN
TX 78746
United States
Operating Hours
8:00-5:00
BY APPT
Phone
512-980-4600

ReceiptFinancials

Total AUM
$124.6M
Accounts
120
Discretionary
$110.6M
Accounts
93
Non-Discretionary
$13.9M
Accounts
27

ContactClients

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HNW Individual Clients
19
AUM
$124.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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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