Overview
Assets Under Management: $1.1 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 52
Average Client Assets: $13 million
Frequently Asked Questions
AUTUMN LANE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173624), AUTUMN LANE ADVISORS, LLC is subject to fiduciary duty under federal law.
AUTUMN LANE ADVISORS, LLC is headquartered in HOUSTON, TX.
AUTUMN LANE ADVISORS, LLC serves 52 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, AUTUMN LANE ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
AUTUMN LANE ADVISORS, LLC manages $1.1 billion in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, AUTUMN LANE ADVISORS, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
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://autumnlane.com