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Home > Retirement Planners > texas > austin > CARL STUART INVESTMENT ADVISOR, INC.
CARL STUART INVESTMENT ADVISOR, INC.
623 W 38th Street
Suite 110
Austin, Texas 78705-1212
Tel: 512-478-2275
About CARL STUART INVESTMENT ADVISOR, INC.
CARL STUART INVESTMENT ADVISOR, INC, formally registered with the SEC as CARL STUART INVESTMENT ADVISOR, INC. The firm was established in 05/24/1999. They have over 1 offices throughout the country.
CARL STUART INVESTMENT ADVISOR, INC. is a Austin, Texas based Financial Planning firm with nearly $515,188,081 assets under management, offering retirement planning & investment advisory services to 939 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109995 |
| SEC# | 801-56546 |
| Assets Managed by Firm | $515,188,081 |
| No. of Clients | 939 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 939 | $515,188,081 |
| Individuals (other than high net worth individuals) | 382 | $189,715,828 |
| High net worth individuals | 135 | $313,790,777 |
| Pension and profit sharing plans | Fewer than 5 clients | $9,545,722 |
| Charitable organizations | 6 | $1,008,966 |
| Corporations or other businesses | Fewer than 5 clients | $1,058,608 |
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