AUTUMN LANE ADVISORS, LLC

7500 San Felipe
Suite 1030
Houston, Texas 77063
Tel: (713) 636-2075

About AUTUMN LANE ADVISORS, LLC

AUTUMN LANE ADVISORS, LLC, formally registered with the SEC as AUTUMN LANE ADVISORS, LLC. The firm was established in 12/03/2014. They have over 1 offices throughout the country.

AUTUMN LANE ADVISORS, LLC is a Houston, Texas based Financial Planning firm with nearly $1,060,085,574 assets under management, offering retirement planning & investment advisory services to 541 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173624
SEC#	801-80627
Assets Managed by Firm	$1,060,085,574
No. of Clients	541
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (FAMILY OFFICE BOOKKEEPING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	541	$1,060,085,574
High net worth individuals	52	$670,621,689

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