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Building 2FOUNDER FAMILY FINANCIAL, LLC

Map pinAUSTIN, TX
Phone843-621-0435
NotebookSEC #801-129971
Total AUM
$321M
Employees
3
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5524 BEE CAVES RD
BLDG A1
AUSTIN
TX 78746
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
843-621-0435
Other Offices
1

ReceiptFinancials

Total AUM
$321M
Accounts
302
Discretionary
$321M
Accounts
302
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
48
AUM
$10.5M
HNW Individual Clients
73
AUM
$301.6M
Pension/Profit Sharing Plan Clients
2
AUM
$8.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
SCTX

HandshakeAffiliates

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

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