Douglas Maria LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 342107
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Douglas Maria LLC is organized as a limited liability company that offers portfolio management services aimed at individuals and small businesses. The firm charges fees based on a percentage of assets under management. Available records classify the adviser as "Unclassified" and do not list it as a capital allocator, pension consultant, related adviser, or an active ESG investor. The firm is not identified as a multi-state adviser in the snapshot, and the year of SEC registration is not provided. Operationally, the profile indicates a very limited public footprint: the adviser appears to be small or lightly active, with few regulatory or industry disclosures available in the provided snapshot. The combination of a narrow client focus (individuals and small businesses) and a straight percentage-of-AUM fee model suggests a traditional advisory setup rather than a manager of pooled vehicles or a sponsor of alternative-product programs.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 924 E 7th St
- Time zone
- CT (UTC-6)
- Office locations
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