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SERVE CAPITAL PARTNERS
1221 S Mopac Expy
Suite 260
Austin, Texas 78746-6819
Tel: 512-505-4153
About SERVE CAPITAL PARTNERS
SERVE CAPITAL PARTNERS, formally registered with the SEC as SERVE CAPITAL PARTNERS. The firm was established in 10/09/2019. They have over 2 offices throughout the country.
SERVE CAPITAL PARTNERS is a Austin, Texas based Financial Planning firm with nearly $1,616,120,583 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284027 |
| SEC# | 801-117466 |
| Assets Managed by Firm | $1,616,120,583 |
| No. of Clients | 11 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $1,616,120,583 |
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