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Building 2994 GROUP

Map pinAUSTIN, TX
Phone(512) 853-9597
NotebookSEC #801-128543
Total AUM
$244.7M
Employees
2
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1207 W. MARY STREET
AUSTIN
TX 78704
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(512) 853-9597

ReceiptFinancials

Total AUM
$244.7M
Accounts
783
Discretionary
$243.3M
Accounts
779
Non-Discretionary
$1.4M
Accounts
4

ContactClients

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Individual Clients
121
AUM
$28M
HNW Individual Clients
83
AUM
$212.9M
Charitable Organization Clients
5
AUM
$1.5M
Corporation or Business Clients
5
AUM
$2.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
BUSINESS CONSULTING SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILNYTX

HandshakeAffiliates

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

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