Overview
Assets Under Management: $198 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 69
Average Client Assets: $2.3 million
Frequently Asked Questions
REPUBLIC WEALTH ADVISORS 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 #114305), REPUBLIC WEALTH ADVISORS is subject to fiduciary duty under federal law.
REPUBLIC WEALTH ADVISORS is headquartered in AUSTIN, TX.
REPUBLIC WEALTH ADVISORS serves 69 high-net-worth clients according to their SEC filing dated July 06, 2018. View client details ↓
According to their SEC Form ADV, REPUBLIC WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
REPUBLIC WEALTH ADVISORS manages $198 million in client assets according to their SEC filing dated July 06, 2018.
According to their SEC Form ADV, REPUBLIC WEALTH ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.13%
Average Client Assets: $2.3 million
Total Client Accounts: 981
Discretionary Accounts: 839
Non-Discretionary Accounts: 142
Regulatory Filings
CRD Number: 114305
Filing ID: 1228037
Last Filing Date: 2018-07-06 17:05:00