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Building 2HAMPTON ROCK WEALTH MANAGEMENT

Map pinAUSTIN, TX
Phone512-256-9272
NotebookSEC #801-130575
Total AUM
$192.4M
Employees
7
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7500 RIALTO BOULEVARD
BUILDING 1, SUITE 122
AUSTIN
TX 78735
United States
Operating Hours
CALL FOR APPOINTMENT
Monday - Friday
Phone
512-256-9272

ReceiptFinancials

Total AUM
$192.4M
Accounts
161
Discretionary
$192.4M
Accounts
161
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$10.7M
HNW Individual Clients
22
AUM
$167.1M
Charitable Organization Clients
1
AUM
$562.7K
Corporation or Business Clients
4
AUM
$14M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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

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