ALONGSIDE, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 333587). Regulatory assets under management: $878.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Travis Jordan Penfield | MEMBER | — |
| Daniel Christopher Wohlgemuth | CHIEF COMPLIANCE OFFICER | — |
| Lucas Walter Miller Winskowski | MEMBER; PRESIDENT | — |
| WINSKOWSKI LUCAS WALTER MILLER | MEMBER; PRESIDENT | — |
| PENFIELD TRAVIS Jordan | MEMBER | — |
| WOHLGEMUTH DANIEL CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ALLEN | TX | 4 | 9725210011 |
| MILL CREEK | WA | 4 | 4252151000 |
| NEW BERLIN | WI | 4 | 2623338353 |
| MOUNT PLEASANT | WI | 3 | 262.884.8890 |
| IRVING | TX | 3 | 972-573-4030 |
| CASTLE ROCK | CO | 2 | 720-473-4365 |