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Building 2BONA FIDE WEALTH

Map pin
Phone512-882-3899
NotebookSEC #801-130208
Total AUM
$144.2M
Employees
2
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
512-882-3899

ReceiptFinancials

Total AUM
$144.2M
Accounts
207
Discretionary
$144.2M
Accounts
207
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$5.3M
HNW Individual Clients
40
AUM
$138.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed 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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