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Building 2LUCIEN STIRLING & GRAY ADVISORY GROUP INC

Map pinAUSTIN, TX
Phone512-458-2517
NotebookSEC #801-79381
Total AUM
$146.6M
Employees
5
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7800 N. MOPAC EXPY
SUITE 340
AUSTIN
TX 78759
United States
Operating Hours
0900-1700
Monday - Friday
Phone
512-458-2517

ReceiptFinancials

Total AUM
$146.6M
Accounts
574
Discretionary
$102.2M
Accounts
310
Non-Discretionary
$44.3M
Accounts
264

ContactClients

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Individual Clients
96
AUM
$34.9M
HNW Individual Clients
50
AUM
$108.7M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NHTX

HandshakeAffiliates

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

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