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Building 2ELTEKON ADVISORS, LLC.

Map pinWEST LAKE HILLS, TX
Phone512-477-3200
NotebookSEC #801-123415
Total AUM
$340M
Employees
7
Clients
500

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3839 BEE CAVES RD
SUITE 120
WEST LAKE HILLS
TX 78746
United States
Operating Hours
8:30AM-4:00PM
Monday - Friday
Phone
512-477-3200

ReceiptFinancials

Total AUM
$340M
Accounts
900
Discretionary
$335M
Accounts
850
Non-Discretionary
$5M
Accounts
50

ContactClients

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Individual Clients
419
AUM
$135.2M
HNW Individual Clients
60
AUM
$180M
Insurance Company Clients
1
AUM
$4.8M
Corporation or Business Clients
20
AUM
$20M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES THAT MAY BE A PERCENTAGE OF CLIENT GROSS INCOME/NET WORTH.

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
CACOFLGALANCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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