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Building 2ALONGSIDE, LLC

Map pinAUSTIN, TX
Phone(512) 241-7341
NotebookSEC #801-131682
Total AUM
$878.6M
Employees
3
Clients
2,122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3711 S MOPAC EXPY
SUITE 150
AUSTIN
TX 78746
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(512) 241-7341
Other Offices
5

ReceiptFinancials

Total AUM
$878.6M
Accounts
3,903
Discretionary
$878.6M
Accounts
3,903
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,912
AUM
$485.7M
HNW Individual Clients
191
AUM
$385.9M
Charitable Organization Clients
3
AUM
$2.2M
Corporation or Business Clients
16
AUM
$4.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILTXWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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