Atx Portfolio Advisors, LLC
Atx Portfolio Advisors, LLC (CRD# 173821) is a financial advisory firm headquartered in Austin, TX. They manage $80,639,483 in 289 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management81MILLION
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Total Number of Accounts289ACCOUNTS
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Average Account Value$279,029
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Atx Portfolio Advisors, LLC
1
Jeffrey Weeks (CRD# 2216960) is an Investment Advisor Representative working at Atx Portfolio Advisors, LLC in Austin, TX and has over 31 years of experience in the finance industry.
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