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Building 2STUART INVESTMENT ADVISORS, INC.

Map pinAUSTIN, TX
Phone512-478-2275
NotebookSEC #801-56546
Total AUM
$630.5M
Employees
4
Clients
402

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
623 W 38TH STREET
SUITE 110
AUSTIN
TX 78705-1212
United States
Operating Hours
M-TH-8:30-5:00, F-8:30-4:00
Monday - Friday
Phone
512-478-2275

ReceiptFinancials

Total AUM
$630.5M
Accounts
1,005
Discretionary
$548.9M
Accounts
865
Non-Discretionary
$81.6M
Accounts
140

ContactClients

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Individual Clients
217
AUM
$80.9M
HNW Individual Clients
169
AUM
$525.6M
Pension/Profit Sharing Plan Clients
1
AUM
$11M
Charitable Organization Clients
10
AUM
$9.9M
Corporation or Business Clients
5
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOTX

HandshakeAffiliates

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

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