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Building 2HARRIS PRESTON & PARTNERS, LLC

Map pinAUSTIN, TX
Phone512-505-4111
NotebookSEC #801-74433
Total AUM
$799.2M
Employees
15
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1221 S MOPAC EXPRESSWAY
SUITE 260
AUSTIN
TX 78746
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT ONLY
Phone
512-505-4111

ReceiptFinancials

Total AUM
$799.2M
Accounts
109
Discretionary
$793M
Accounts
104
Non-Discretionary
$6.1M
Accounts
5

ContactClients

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Pooled Vehicle Clients
109
AUM
$799.2M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERFORMANCE ALLOCATION

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 97 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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