1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AUTUMN LANE ADVISORS, LLC

Map pinHOUSTON, TX
Phone(713) 636-2075
NotebookSEC #801-80627
Total AUM
$1.2B
Employees
7
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7500 SAN FELIPE
SUITE 1030
HOUSTON
TX 77063
United States
Operating Hours
BY APPT ONLY
Monday - Friday
Phone
(713) 636-2075

ReceiptFinancials

Total AUM
$1.2B
Accounts
926
Discretionary
$777.3M
Accounts
740
Non-Discretionary
$421.5M
Accounts
186

ContactClients

View more in analytics →

HNW Individual Clients
59
AUM
$770.4M
Pooled Vehicle Clients
13
AUM
$420.5M
Corporation or Business Clients
1
AUM
$8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FAMILY OFFICE BOOKKEEPING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account