Autumn Glory Partners, LLC

RIASEC Registered

Total AUM

$748M

Discretionary

$748M

100% of AUM

Avg account

$4.3M

Accounts

175

Employees

Advisory reps

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

FINTRX

Overview

Autumn Glory Partners, LLC is an independent, privately held limited liability company that operates as a registered investment adviser. The firm registered with the SEC in 2017 and functions as a capital allocator for both individual/family and institutional clients. Its advisory services include discretionary portfolio management for individuals, small businesses and institutions, and it also serves as a selector of third‑party advisers. Fee arrangements reported include percentage‑of‑AUM billing, fixed fees and other structures. The firm does not identify as an active ESG investor.