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LBJ FAMILY WEALTH ADVISORS, LTD.
3800 North Lamar
Suite 200
Austin, Texas 78756
Tel: 512-457-5000
About LBJ FAMILY WEALTH ADVISORS, LTD.
LBJ FAMILY WEALTH ADVISORS, LTD, formally registered with the SEC as LBJ FAMILY WEALTH ADVISORS, LTD. The firm was established in 07/15/2005. They have over 1 offices throughout the country.
LBJ FAMILY WEALTH ADVISORS, LTD. is a Austin, Texas based Financial Planning firm with nearly $348,929,579 assets under management, offering retirement planning & investment advisory services to 89 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129701 |
| SEC# | 801-64374 |
| Assets Managed by Firm | $348,929,579 |
| No. of Clients | 89 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (BASED ON A PERCENTAGE OF REVENUES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 89 | $348,929,579 |
| Individuals (other than high net worth individuals) | 10 | $1,672,728 |
| High net worth individuals | 63 | $288,368,618 |
| Charitable organizations | 2 | $6,610,463 |
| Corporations or other businesses | 11 | $44,805,079 |
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