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Building 2WATERCOLOR FINANCIAL

Map pinAUSTIN, TX
Phone512-250-1544
NotebookSEC #801-128561
Total AUM
$234.8M
Employees
3
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9600 GREAT HILLS TRAIL
SUITE 150W
AUSTIN
TX 78759
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
512-250-1544

ReceiptFinancials

Total AUM
$234.8M
Accounts
587
Discretionary
$234.8M
Accounts
587
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
70
AUM
$48.6M
HNW Individual Clients
82
AUM
$186.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NETX

HandshakeAffiliates

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

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