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Building 2DAVIS & WEHRLE, LLC

Map pinROUND ROCK, TX
Phone512-346-1131
NotebookSEC #801-68168
Total AUM
$82.8M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1104 S. MAYS
SUITE 105
ROUND ROCK
TX 78664-6700
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
512-346-1131

ReceiptFinancials

Total AUM
$82.8M
Accounts
249
Discretionary
$35M
Accounts
156
Non-Discretionary
$47.8M
Accounts
93

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MSTX

HandshakeAffiliates

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

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