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ALONGSIDE, LLC
CRD 333587 · SEC 801-131682
3711 S MOPAC EXPY, SUITE 150, AUSTIN, TX, 78746, United States
Phone
(512) 241-7341
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$878.6M
Discretionary AUM
$878.6M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1912 | $485.7M |
| High net worth individuals | 191 | $385.9M |
| Charitable organizations | 3 | $2.2M |
| Corporations/business entities | 16 | $4.8M |
States served
AZ, CA, CO, IL, WI, WA, TX, FL
Official SEC filing: View on IAPD