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Building 2WALLACE, JASON TODD

Map pinAUSTIN, TX
Phone512-249-8827
NotebookSEC #801-61587
Total AUM
$50K
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12708 RIATA VISTA CIRCLE
A-108
AUSTIN
TX 78727
USA
Operating Hours
8:30 AM - 3:00 PM
Monday - Friday
Phone
512-249-8827

ReceiptFinancials

Total AUM
$50K
Accounts
50,000
Discretionary
$50K
Accounts
50,000
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Performance-Based

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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