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Building 2ROBERT HARRELL, INCORPORATED

Map pinAUSTIN, TX
Phone512-795-9100
NotebookSEC #801-40048
Total AUM
$885.3M
Employees
5
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8310 N. CAPITAL OF TEXAS HIGHWAY
BUILDING 1, SUITE 320
AUSTIN
TX 78731
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
512-795-9100

ReceiptFinancials

Total AUM
$885.3M
Accounts
67
Discretionary
$3.5M
Accounts
33
Non-Discretionary
$881.8M
Accounts
34

ContactClients

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HNW Individual Clients
48
AUM
$178.3M
Banking Clients
2
AUM
$61.4M
Pension/Profit Sharing Plan Clients
1
AUM
$44.6M
Charitable Organization Clients
6
AUM
$85.4M
Government Entity Clients
8
AUM
$459.7M
Corporation or Business Clients
1
AUM
$3.2M
Other Clients
1
AUM
$52.7M
Description of Other Clients
FAMILY TESTAMENTARY TRUST

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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