Falists
← Back to search

II TECHNOLOGY, LLC

CRD 282760 · SEC 801-135165

Visit website

8701 W. HIGHWAY 71, SUITE 201, AUSTIN, TX, 78735, United States

Phone

(512) 730-1015

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$40.5M

Discretionary AUM

$40.5M

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

Fees

Percentage of AUM; DATA LICENSING

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)DATA LICENSING SERVICES

Client types

TypeClientsAUM
Individuals9$1.7M
High net worth individuals9$26.9M
Investment companies1$0
Other investment advisers2$0

States served

TX

All web addresses on file

Official SEC filing: View on IAPD