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Building 2MODERN FINANCIAL PLANNING

Map pinGEORGETOWN, TX
Phone(510) 519-7009
NotebookSEC #801-134822
Total AUM
$116M
Employees
2
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 SOUTH AUSTIN AVENUE
SUITE 1220-312
GEORGETOWN
TX 78626
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(510) 519-7009

ReceiptFinancials

Total AUM
$116M
Accounts
305
Discretionary
$116M
Accounts
305
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$25M
HNW Individual Clients
49
AUM
$91M

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
CATX

HandshakeAffiliates

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

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