FORT ADVISORS INC
Total AUM
$146.3M
Employees
3Clients
414Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7701 SAN FELIPE BLVD.
SUITE 100
AUSTIN
TX 78729
United States
SUITE 100
AUSTIN
TX 78729
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
512-433-6492
Other Offices
3
Financials
Total AUM
$146.3M
Accounts
713Discretionary
$146.3M
Accounts
713Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
367AUM
$73.3M
HNW Individual Clients
47AUM
$73.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PRIVATE INVESTMENT DUE DILIGENCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.