Overview
Assets Under Management: $125 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 19
Average Client Assets: $7 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 120
Discretionary Accounts: 93
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 298872
Last Filing Date: 2024-05-29 00:00:00
Website: https://sineceracapital.com