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Home > Retirement Planners > texas > austin > LUCIEN STIRLING & GRAY ADVISORY GROUP INC
LUCIEN STIRLING & GRAY ADVISORY GROUP INC
7800 N. Mopac Expy
Suite 340
Austin, Texas 78759
Tel: 512-458-2517
About LUCIEN STIRLING & GRAY ADVISORY GROUP INC
LUCIEN STIRLING & GRAY ADVISORY GROUP INC, formally registered with the SEC as LUCIEN STIRLING & GRAY ADVISORY GROUP INC. The firm was established in 04/03/2014. They have over 1 offices throughout the country.
LUCIEN STIRLING & GRAY ADVISORY GROUP INC is a Austin, Texas based Financial Planning firm with nearly $107,269,665 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112641 |
| SEC# | 801-79381 |
| Assets Managed by Firm | $107,269,665 |
| No. of Clients | 504 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 504 | $107,269,665 |
| Individuals (other than high net worth individuals) | 121 | $41,409,081 |
| High net worth individuals | 36 | $62,947,986 |
| Pension and profit sharing plans | 1 | $2,912,598 |
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