REAL ADVISERS LLC RIA SERIES
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 309221
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Real Advisers LLC RIA Series operates as a limited liability company and is classified as a qualified custodian. The firm primarily engages in financial planning services and portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. Additionally, they offer selection of other advisers and conduct educational seminars and workshops. The firm does not focus on ESG investments and is not a multi-state adviser.
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
Owners & executives
2 of 2ROLAND WIEDERAENDERS
President, CIOCRD 4872891
Lee Yeow David Teo
Chief Executive OfficerCRD 7340986
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- Co Wiederaenders Law Firm Pl Ave
- Time zone
- CT (UTC-6)
- Office locations
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