Autumn Lane Advisors, LLC

Autumn Lane Advisors, LLC (CRD# 173624) is a financial advisory firm headquartered in Houston, TX. They manage $968,877,637 in 495 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7500 San Felipe, Suite 1030, Houston, TX 77063
https://www.autumnlanellc.com
By the Numbers
  • Total Assets Under Management
    969
    MILLION
  • Total Number of Accounts
    495
    ACCOUNTS
  • Average Account Value
    $1,957,329
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Autumn Lane Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Andrew, financial advisor Houston TX
David E. Andrew
CRD#: 4000813
7500 San Felipe, Suite 1030, Houston, TX 77063

David Andrew (CRD# 4000813) is an Investment Advisor Representative working at Autumn Lane Advisors, LLC in Houston, TX and has over 24 years of experience in the finance industry.

2
Steven Oldham, financial advisor Houston TX
Steven D. Oldham
CRD#: 2768767
7500 San Felipe, Suite 1030, Houston, TX 77063

Steven Oldham (CRD# 2768767) is an Investment Advisor Representative working at Autumn Lane Advisors, LLC in Houston, TX and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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