Overview
Assets Under Management: $1.1 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 52
Average Client Assets: $13 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.26
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 541
Discretionary Accounts: 404
Non-Discretionary Accounts: 137
Regulatory Filings
CRD Number: 173624
Last Filing Date: 2025-02-19 00:00:00
Website: HTTPS://WWW.AUTUMNLANELLC.COM