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Building 2FOREFRONT

Map pinAUSTIN, TX
Phone512-617-1984
NotebookSEC #801-130608
Total AUM
$239.8M
Employees
15
Clients
573

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7500 RIALTO BLVD, BLDG 1
SUITE 250
AUSTIN
TX 78735
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
512-617-1984
Other Offices
4

ReceiptFinancials

Total AUM
$239.8M
Accounts
1,382
Discretionary
$239.8M
Accounts
1,382
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
468
AUM
$98.7M
HNW Individual Clients
104
AUM
$140.9M
Corporation or Business Clients
1
AUM
$155.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES AND REVENUE SHARE FOR REFERRALS TO THIRD PARTIES

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
AKAZCACOFLGAHIIDILLAMAMIMNNCNHNJNYOHPASCTNTXUTVAWAWIWV

HandshakeAffiliates

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

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