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Building 2AFAM CAPITAL, INC.

Map pinAUSTIN, TX
Phone512-354-7041
NotebookSEC #801-30528
Total AUM
$950.9M
Employees
11
Clients
935

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
221 WEST 6TH STREET
5TH FLOOR
AUSTIN
TX 78701
United States
Operating Hours
8 A.M. TO 5:00 P.M.
Monday - Friday
Phone
512-354-7041
Other Offices
1

ReceiptFinancials

Total AUM
$950.9M
Accounts
935
Discretionary
$950.9M
Accounts
935
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
466
AUM
$132.9M
HNW Individual Clients
345
AUM
$411M
Investment Company Clients
3
AUM
$287.9M
Pension/Profit Sharing Plan Clients
29
AUM
$27M
Corporation or Business Clients
67
AUM
$87.7M
Other Clients
25
AUM
$4.4M
Description of Other Clients
WELLS FARGO DMA SLEEVES

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLGAHIIAILINLAMAMDMEMIMNMONCNHNJNMNVNYOHOKORPASCSDTXUTVAVTWAWI

HandshakeAffiliates

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

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