Lbj Asset Mangement Partners, Ltd. is a large advisory firm based in Austin. It manages $120 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.
Lbj Asset Mangement Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lbj Asset Mangement Partners, Ltd. is $120 million. The firm's AUM has grown by 3% 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 Lbj Asset Mangement Partners, Ltd. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Lbj Asset Mangement Partners, Ltd. performs its advisory services is located at 114 West Seventh Street, Austin, TX 78701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-457-5000 or by fax 512-322-0168. The normal business hours are 8:30am-5:00pm on Monday - Friday.