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ATX PORTFOLIO ADVISORS, LLC
CRD 173821
500 N CAPITAL OF TEXAS HWY, BUILDING 8 -100, AUSTIN, TX, 78746, United States
Phone
512-537-5955
Fax
512-291-7225
Registration
— (—)
Source
State registered
Total AUM
$93.5M
Discretionary AUM
$93.5M
Team
1 total employees; 1 advisory reps; 18 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $9.9M |
| High net worth individuals | 49 | $83.6M |
All web addresses on file
Official SEC filing: View on IAPD