SPICEWOOD OAKS ADVISORS, INC.

SPICEWOOD OAKS ADVISORS, INC. of AUSTIN, TX is an SEC-registered investment adviser (CRD 140136). Regulatory assets under management: $194.5M.

Registration

• CRD: 140136
• SEC file number: 801-79348
• Type: Registered investment adviser
• Location: 4810 SPICEWOOD SPRINGS ROAD, SUITE 210, AUSTIN, TX, 78759
• Phone: 512-527-8411
• Latest filing: 2017-03-29
• Regulatory AUM: $194.5M
• Discretionary AUM: $193.3M
• Non-discretionary AUM: $1.2M
• Clients: 5
• Accounts: 825

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 140136 on SEC IAPD (source of record)
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