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Building 2WEALTHYX

Map pinAUSTIN, TX
Phone888-952-7482
NotebookSEC #801-80109
Total AUM
$68.8M
Employees
1
Clients
2,416

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1816 SOUTH 1ST ST
SUITE 200
AUSTIN
TX 78704
United States
Operating Hours
8 AM TO 4 PM EST
Monday - Friday
Phone
888-952-7482
Other Offices
1

ReceiptFinancials

Total AUM
$68.8M
Accounts
2,416
Discretionary
$68.8M
Accounts
2,416
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,416
AUM
$68.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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