ALONGSIDE, LLC
Total AUM
$878.6M
Employees
3Clients
2,122Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3711 S MOPAC EXPY
SUITE 150
AUSTIN
TX 78746
United States
SUITE 150
AUSTIN
TX 78746
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
(512) 241-7341
Other Offices
5
Financials
Total AUM
$878.6M
Accounts
3,903Discretionary
$878.6M
Accounts
3,903Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,912AUM
$485.7M
HNW Individual Clients
191AUM
$385.9M
Charitable Organization Clients
3AUM
$2.2M
Corporation or Business Clients
16AUM
$4.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLILTXWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.