Texas Asset Management

Texas Asset Management (CRD# 114714) is a financial advisory firm headquartered in Lakeway, TX. They manage $69,365,960 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1200 Lakeway Drive, Suite 20, Lakeway, TX 78734
http://www.texasasset.com
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $1,216,947
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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 Texas Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
John Brodnax, financial advisor Lakeway TX
John W. Brodnax
CRD#: 4449937
1202 Lakeway Drive, Suite 1, Lakeway, TX 78734

John Brodnax (CRD# 4449937) is an Investment Advisor Representative working at Texas Asset Management in Lakeway, TX and has 1 year of experience in the finance industry.

2
James Karnes, financial advisor Lakeway TX
James R. Karnes
CRD#: 4449938
1202 Lakeway Drive, Suite 1, Lakeway, TX 78734

James Karnes (CRD# 4449938) is an Investment Advisor Representative working at Texas Asset Management in Lakeway, TX and has 1 year of experience in the finance industry.

3
Elvin Miller, financial advisor Lakeway TX
Elvin G. Miller
CRD#: 5893271
1200 Lakeway Drive, Suite 20, Lakeway, TX 78734

Elvin Miller (CRD# 5893271) is an Investment Advisor Representative working at Texas Asset Management in Lakeway, TX and has 1 year 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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