← Back to searchVisit website
TEXAS ASSET MANAGEMENT
TAM, LLC
CRD 114714
1200 LAKEWAY DRIVE, SUITE 20, LAKEWAY, TX, 78734, United States
Phone
512-261-8800
Fax
512-261-5711
Registration
— (—)
Source
State registered
Total AUM
$64.6M
Discretionary AUM
$64.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $3.3M |
| High net worth individuals | 36 | $61.4M |
All web addresses on file
Official SEC filing: View on IAPD