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Building 2PORTFOLIO MANAGEMENT, LLC

Map pinAUSTIN, TX
Phone512-222-4035
NotebookSEC #801-42052
Total AUM
$151.9M
Employees
3
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 WEST 2ND STREET
SUITE 1900
AUSTIN
TX 78701
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
512-222-4035

ReceiptFinancials

Total AUM
$151.9M
Accounts
308
Discretionary
$151.9M
Accounts
308
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$11.7M
HNW Individual Clients
65
AUM
$140.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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