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Building 2LEAFHOUSE FINANCIAL ADVISORS, LLC

Map pinAUSTIN, TX
Phone(512) 879-1505
NotebookSEC #801-78809
Total AUM
$24.1B
Employees
30
Clients
4,167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6300 BRIDGEPOINT PARKWAY
BUILDING 1, SUITE 300
AUSTIN
TX 78730
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(512) 879-1505
Other Offices
1

ReceiptFinancials

Total AUM
$24.1B
Accounts
4,247
Discretionary
$21.2B
Accounts
3,707
Non-Discretionary
$2.9B
Accounts
540

ContactClients

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Individual Clients
21
AUM
$7.4M
HNW Individual Clients
2
AUM
$6.3M
Pooled Vehicle Clients
70
AUM
$523.3M
Pension/Profit Sharing Plan Clients
29
AUM
$20.2B
Government Entity Clients
4,045
AUM
$3.3B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAWAWI

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

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