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Building 2ML&R WEALTH MANAGEMENT LLC

Map pinAUSTIN, TX
Phone512-275-2700
NotebookSEC #801-57128
Total AUM
$1.8B
Employees
24
Clients
691

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 CONGRESS AVENUE
SUITE 1100
AUSTIN
TX 78701
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
512-275-2700
Other Offices
1

ReceiptFinancials

Total AUM
$1.8B
Accounts
2,375
Discretionary
$1.8B
Accounts
2,358
Non-Discretionary
$4.8M
Accounts
17

ContactClients

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Individual Clients
286
AUM
$109.7M
HNW Individual Clients
390
AUM
$1.6B
Charitable Organization Clients
8
AUM
$103.8M
Corporation or Business Clients
7
AUM
$623.8K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLANCTXVAWA

HandshakeAffiliates

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

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