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Building 2ATX FINANCIAL PLANNING, LLC

Map pinAUSTIN, TX
Phone512-693-4040
NotebookSEC #801-130875
Total AUM
$174.3M
Employees
4
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 GRACE LANE
AUSTIN
TX 78746
United States
Operating Hours
7:00 AM TO 5:00 PM
Monday - Friday
Phone
512-693-4040
Other Offices
1

ReceiptFinancials

Total AUM
$174.3M
Accounts
490
Discretionary
$174.3M
Accounts
490
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
150
AUM
$46.6M
HNW Individual Clients
57
AUM
$120.1M
Pension/Profit Sharing Plan Clients
1
AUM
$6.3M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
1
AUM
$63
Other Clients
1
AUM
$93.9K
Description of Other Clients
IRREVOCABLE TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SUBSCRIPTION FEES - ONGOING FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
CONETX

HandshakeAffiliates

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

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