Lbj Family Wealth Advisors, Ltd.

Lbj Family Wealth Advisors, Ltd. (CRD# 129701) is a financial advisory firm headquartered in Austin, TX. They manage $318,612,088 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3800 North Lamar, Suite 200, Austin, TX 78756
http://www.lbjadvisors.com
By the Numbers
  • Total Assets Under Management
    319
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $3,540,134
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Lbj Family Wealth Advisors, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Faith Vincent, financial advisor Austin TX
Faith C. Vincent
CRD#: 2684783
3800 North Lamar, Suite 200, Austin, TX 78756

Faith Vincent (CRD# 2684783) is an Investment Advisor Representative working at Lbj Family Wealth Advisors, Ltd. in Austin, TX and has over 28 years of experience in the finance industry.

2
Willyn Wahl, financial advisor Austin TX
Willyn C. Wahl
CRD#: 4963366
3800 North Lamar, Suite 200, Austin, TX 78756

Willyn Wahl (CRD# 4963366) is an Investment Advisor Representative working at Lbj Family Wealth Advisors, Ltd. in Austin, TX and has over 18 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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