II Technology, LLC

RIASEC RegisteredEst. 2026
Total AUM
$40.5M
Discretionary
$40.5M
100% of AUM
Avg account
$1.3M
Accounts
30
Employees
2
Advisory reps
2

Firm details

Headquarters
Austin, Texas
CRD number
282760
Registered since
February 6, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI66.42%
  • Other29.28%
  • Individuals4.29%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

II Technology, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2026. The firm is owned by an individual and serves both individual/family clients and institutional clients. Its advisory business centers on discretionary portfolio management across several client types — individuals and small businesses, investment companies, and other businesses or institutions. Compensation is primarily a percentage-of-AUM structure with some other fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant based on the available disclosures.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Mark Abraham

    Mark Abraham

    Founder & CEOCRD 2610650

Contacts

1 of 1
  • Isabella Hambleton

    Isabella Hambleton

    Managing DirectorCRD 8174690

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
8701 W Highway 71
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth