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AUTUMN GLORY PARTNERS, LLC
CRD 288250 · SEC 801-110630
8235 DOUGLAS AVENUE, SUITE 720, DALLAS, TX, 75225, United States
Phone
214-378-1212
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$747.6M
Discretionary AUM
$747.6M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; FLAT FEE
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $2.8M |
| High net worth individuals | 35 | $594.4M |
| Charitable organizations | 6 | $61.5M |
| Corporations/business entities | 12 | $88.5M |
States served
OK, TX
All web addresses on file
Official SEC filing: View on IAPD