AUTUMN GLORY PARTNERS, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 288250
- Registered since
- May 25, 2017
- Website
- www.autumnglorypartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI79.51%
- Corporations / Businesses11.83%
- Charitable Organizations8.23%
- Individuals0.37%
- Other0.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Autumn Glory Partners, LLC is a privately-held investment adviser organized as an LLC and registered with the SEC since 2017. The firm acts as a capital allocator for both individual/family clients and institutional clients, offering portfolio management for individuals, small businesses and institutions, and selection of sub-advisers. Its fee arrangements include percentage-of-AUM pricing alongside fixed fees and other fee structures. Autumn Glory is not identified as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities37%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents14%
- State & Local Bonds13%
- Investment Grade Corp Bonds10%
Owners & executives
1 of 1COURTNEY LAWSON
Chief Compliance OfficerCRD 5770990
Contacts
2 of 2PETER ADAMSON
PresidentCRD 4592142
PENNY ADAMSON
MemberCRD 6792252
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$179M in ETFs
81%
$145M
18%
$33.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $28.1M | 46,944 | 15.68% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 8235 Douglas Ave
- Time zone
- CT (UTC-6)
- Office locations
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