Clsrs, LLC is a large advisory firm based in Austin. It manages $285.37 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Texas.
Clsrs provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clsrs, LLC is $285.37 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Clsrs, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Clsrs is pension and profit sharing plans with 39 clients and $285.37 million of assets under management. Among the 9 most similar advisory firms, Clsrs has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $285.37 million for 39 clients. None of the firm’s clients are foreign persons or businesses.
Clsrs doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Clsrs, LLC performs its advisory services is located at 3600 N. Capital Of Texas Hwy., Austin, TX 78746, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-306-9300 or by fax 512-367-5830. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at clspartners.com.