Advisor Logistics, LLC
Firm details
- Headquarters
- Boerne, Texas
- CRD number
- 292784
- Registered since
- March 9, 2018
- Website
- advisorlogistics.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Other Investment Advisers100%
Firm profile
FINTRXOverview
Advisor Logistics, LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered in 2018. The firm serves institutional clients and reports that it is not a capital allocator. Its advisory arrangements are predominantly non-discretionary, and its fee schedules include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm's filing indicates it is not an active ESG investor and it does not identify as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds50%
Contacts
2 of 2
Brett Wheeler
MemberCRD 5472903
Christopher Malsam
CRD 6304183
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boerne, TX
Kendall
Location
Boerne, TX
Headquartered in Boerne, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Kendall
- Address
- 1415 E Blanco Rd
- Time zone
- CT (UTC-6)
- Office locations
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