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Building 2BENOLD FINANCIAL PLANNING

Map pin
Phone512-818-1800
NotebookSEC #801-132320
Total AUM
$139.1M
Employees
2
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
512-818-1800
Other Offices
3

ReceiptFinancials

Total AUM
$139.1M
Accounts
184
Discretionary
$124.3M
Accounts
170
Non-Discretionary
$14.7M
Accounts
14

ContactClients

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Individual Clients
19
AUM
$13.1M
HNW Individual Clients
37
AUM
$110.4M
Charitable Organization Clients
4
AUM
$15.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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