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Building 2CARLIN WEALTH MANAGEMENT GROUP, LLC

Map pinAUSTIN, TX
Phone737-414-6565
NotebookSEC #801-127464
Total AUM
$240.9M
Employees
4
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1701 SIMOND AVENUE
UNIT 104
AUSTIN
TX 78723
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
737-414-6565

ReceiptFinancials

Total AUM
$240.9M
Accounts
1,076
Discretionary
$229.4M
Accounts
1,016
Non-Discretionary
$11.5M
Accounts
60

ContactClients

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Individual Clients
117
AUM
$48.4M
HNW Individual Clients
72
AUM
$192.2M
Charitable Organization Clients
1
AUM
$214.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHTX

HandshakeAffiliates

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

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