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Building 2AUSTIN ASSET

Map pinAUSTIN, TX
Phone512-453-6622
NotebookSEC #801-32217
Total AUM
$1.9B
Employees
21
Clients
458

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7200 N. MOPAC, SUITE 315
AUSTIN
TX 78731
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
512-453-6622

ReceiptFinancials

Total AUM
$1.9B
Accounts
1,974
Discretionary
$1.9B
Accounts
1,974
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
92
AUM
$54.1M
HNW Individual Clients
355
AUM
$1.6B
Charitable Organization Clients
11
AUM
$177.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLTX

HandshakeAffiliates

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

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