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Building 2BLACK BARN FINANCIAL, LLC

Map pinAUSTIN, TX
Phone(512) 368-9179
NotebookSEC #801-131357
Total AUM
$164.6M
Employees
6
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2305 HANCOCK DRIVE, STE. 105
AUSTIN
TX 78756
United States
Operating Hours
9:00-5:00
BY APPOINTMENT ONLY
Phone
(512) 368-9179

ReceiptFinancials

Total AUM
$164.6M
Accounts
656
Discretionary
$164.6M
Accounts
656
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
89
AUM
$37.7M
HNW Individual Clients
63
AUM
$125.2M
Corporation or Business Clients
2
AUM
$1.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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