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Building 2REDBUD ADVISORS

Map pinAUSTIN, TX
Phone512-222-6968
NotebookSEC #801-124944
Total AUM
$367.8M
Employees
8
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
706 GUADALUPE STREET
AUSTIN
TX 78701
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
512-222-6968

ReceiptFinancials

Total AUM
$367.8M
Accounts
392
Discretionary
$367.8M
Accounts
392
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$1.4M
HNW Individual Clients
57
AUM
$347.7M
Charitable Organization Clients
1
AUM
$18.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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