Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > georgia > atlanta > ENCLAVE ADVISORS, LLC
ENCLAVE ADVISORS, LLC
3600 N. Capital Of Texas Hwy.
Bldg B, Suite 180
Austin, Texas 78746
Tel: 512-527-3105
About ENCLAVE ADVISORS, LLC
ENCLAVE ADVISORS, LLC, formally registered with the SEC as ENCLAVE ADVISORS, LLC. The firm was established in 08/29/2012. They have over 2 offices throughout the country.
ENCLAVE ADVISORS, LLC is a Austin, Texas based Financial Planning firm with nearly $933,930,000 assets under management, offering retirement planning & investment advisory services to 362 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165205 |
| SEC# | 801-77040 |
| Assets Managed by Firm | $933,930,000 |
| No. of Clients | 362 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 362 | $933,930,000 |
| Individuals (other than high net worth individuals) | 4 | $3,499,000 |
| High net worth individuals | 52 | $853,843,000 |
| Charitable organizations | 3 | $65,487,000 |
| Corporations or other businesses | 2 | $11,101,000 |
More Retirement Planning firms in Austin, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $746,325,416,693 | 38517 | 2895 | |
| $61,369,856,545 | 124201 | 2105 | |
| $35,289,452,223 | 7542 | 44 | |
| $33,827,869,628 | 39 | 879 | |
| $33,178,196,876 | 12286 | 28 |
Explore More Retirement Advisors in Austin, Texas