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Building 2ANKERSTAR WEALTH, LLC

Map pinLEANDER, TX
Phone512-614-0085
NotebookSEC #801-131782
Total AUM
$148.5M
Employees
8
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3835 CR 175, UNIT #840
LEANDER
TX 78641
United States
Operating Hours
BY APPT ONLY
BY APPT ONLY
Phone
512-614-0085

ReceiptFinancials

Total AUM
$148.5M
Accounts
894
Discretionary
$141.1M
Accounts
866
Non-Discretionary
$7.4M
Accounts
28

ContactClients

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Individual Clients
237
AUM
$54.2M
HNW Individual Clients
52
AUM
$89M
Corporation or Business Clients
7
AUM
$5.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAFLGALAMNNHNMNVOHOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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