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CLIFTON MYERS FINANCIAL ADVISORY
CLIFTON MYERS FINANCIAL ADVISORY, INC.
CRD 132638
208 W. BAGDAD AVE, SUITE 5, ROUND ROCK, TX, 78664, United States
Phone
512-218-8100
Fax
512-218-8182
Registration
— (—)
Source
State registered
Total AUM
$2.2M
Discretionary AUM
$2.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD