Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > boerne > ADVISOR LOGISTICS, LLC
ADVISOR LOGISTICS, LLC
1415 E Blanco Rd
Suite 8
Boerne, Texas 78006
Tel: 210-346-8321
About ADVISOR LOGISTICS, LLC
ADVISOR LOGISTICS, LLC, formally registered with the SEC as ADVISOR LOGISTICS, LLC. The firm was established in 03/09/2018. They have over 1 offices throughout the country.
ADVISOR LOGISTICS, LLC is a Boerne, Texas based Financial Planning firm with nearly $3,206,816,745 assets under management, offering retirement planning & investment advisory services to 11592 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292784 |
| SEC# | 801-112585 |
| Assets Managed by Firm | $3,206,816,745 |
| No. of Clients | 11592 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Other (INVESTMENT ADVISORS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11592 | $3,206,816,745 |
| Other investment advisers | 14 | $3,206,816,745 |
More Retirement Planning firms in Boerne, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Boerne, Texas