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ATX FINANCIAL PLANNING, LLC
CRD 311589 · SEC 801-130875
500 GRACE LANE, AUSTIN, TX, 78746, United States
Phone
512-693-4040
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.3M
Discretionary AUM
$174.3M
Team
4 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees; SUBSCRIPTION FEES - ONGOING FINANCIAL PLANNING
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $46.6M |
| High net worth individuals | 57 | $120.1M |
| Pension/profit sharing plans | 1 | $6.3M |
| Charitable organizations | 1 | $1.2M |
| Corporations/business entities | 1 | $63 |
States served
CO, NE, TX
All web addresses on file
Official SEC filing: View on IAPD