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Building 2FORT ADVISORS INC

Map pinAUSTIN, TX
Phone512-433-6492
NotebookSEC #801-128317
Total AUM
$146.3M
Employees
3
Clients
414

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7701 SAN FELIPE BLVD.
SUITE 100
AUSTIN
TX 78729
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
512-433-6492
Other Offices
3

ReceiptFinancials

Total AUM
$146.3M
Accounts
713
Discretionary
$146.3M
Accounts
713
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
367
AUM
$73.3M
HNW Individual Clients
47
AUM
$73.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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