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Building 2LBJ FAMILY WEALTH ADVISORS, LTD.

Map pinAUSTIN, TX
Phone512-457-5000
NotebookSEC #801-64374
Total AUM
$388.8M
Employees
2
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3800 NORTH LAMAR
SUITE 200
AUSTIN
TX 78756
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
512-457-5000

ReceiptFinancials

Total AUM
$388.8M
Accounts
94
Discretionary
$388.8M
Accounts
94
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$3M
HNW Individual Clients
67
AUM
$314.9M
Pooled Vehicle Clients
2
AUM
$104.5K
Charitable Organization Clients
2
AUM
$6.9M
Government Entity Clients
1
AUM
$7.8M
Corporation or Business Clients
11
AUM
$56.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
BASED ON A PERCENTAGE OF REVENUES

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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

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