Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > austin > INNEALTA CAPITAL
INNEALTA CAPITAL
13215 Bee Cave Parkway
Building A, Suite 240
Austin, Texas 78738-0064
Tel: (737) 808-4640
About INNEALTA CAPITAL
INNEALTA CAPITAL, formally registered with the SEC as INNEALTA CAPITAL. The firm was established in 02/13/2018. They have over 1 offices throughout the country.
INNEALTA CAPITAL is a Austin, Texas based Financial Planning firm with nearly $305,046,819 assets under management, offering retirement planning & investment advisory services to 159 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292158 |
| SEC# | 801-112421 |
| Assets Managed by Firm | $305,046,819 |
| No. of Clients | 159 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 159 | $305,046,819 |
| Individuals (other than high net worth individuals) | 88 | $13,981,014 |
| High net worth individuals | 31 | $17,027,045 |
| Corporations or other businesses | 36 | $23,574,275 |
More Retirement Planning firms in Austin, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Austin, Texas