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Building 2ENTREWEALTH

Map pin
Phone512-240-2244
NotebookSEC #801-130035
Total AUM
$326.3M
Employees
20
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8-5
Monday - Friday
Phone
512-240-2244

ReceiptFinancials

Total AUM
$326.3M
Accounts
617
Discretionary
$318.9M
Accounts
614
Non-Discretionary
$7.4M
Accounts
3

ContactClients

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Individual Clients
95
AUM
$27.1M
HNW Individual Clients
76
AUM
$291.8M
Pension/Profit Sharing Plan Clients
3
AUM
$7.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLIAKSMAMIMNMONJNYOKPASCTXUTVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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