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Building 2GREENBELT INVESTMENT ADVISORS, LLC

Map pinROUND ROCK, TX
Phone800-617-3900
NotebookSEC #801-126059
Total AUM
$167M
Employees
5
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 E MAIN STREET
SUITE 101
ROUND ROCK
TX 78664
United States
Operating Hours
8:30-3:00
Monday - Friday
Phone
800-617-3900

ReceiptFinancials

Total AUM
$167M
Accounts
430
Discretionary
$0
Accounts
0
Non-Discretionary
$167M
Accounts
430

ContactClients

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Individual Clients
109
AUM
$45.9M
HNW Individual Clients
39
AUM
$108.1M
Pension/Profit Sharing Plan Clients
8
AUM
$11.8M
Charitable Organization Clients
1
AUM
$1.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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