1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BIRDROCK WEALTH

Map pinAUSTIN, TX
Phone512-236-0071
NotebookSEC #801-66711
Total AUM
$146.3M
Employees
6
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9433 BEE CAVE RD
BLDG 2, SUITE 203
AUSTIN
TX 78733
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
512-236-0071

ReceiptFinancials

Total AUM
$146.3M
Accounts
425
Discretionary
$140.1M
Accounts
405
Non-Discretionary
$6.2M
Accounts
20

ContactClients

View more in analytics →

Individual Clients
167
AUM
$34M
HNW Individual Clients
41
AUM
$109M
Investment Company Clients
2
AUM
$2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account