Autumn Glory Partners, LLC is a large advisory firm based in Dallas. It manages $297.76 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Oklahoma and Texas.
Autumn Glory Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. 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 Autumn Glory Partners, LLC is $297.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% 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 Autumn Glory Partners, 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 firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Autumn Glory Partners is high net worth individuals with 10 clients and $274.13 million of assets under management. Among the 10 most similar advisory firms, Autumn Glory Partners has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $297.76 million for 19 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Autumn Glory Partners doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate 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 Autumn Glory Partners, LLC performs its advisory services is located at 5949 Sherry Lane, Dallas, TX 75225, which is also the mailing address of the firm. An additional office of the firm is in Tulsa, OK. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-935-5642. The normal business hours are 9:00 am to 3:30 pm on Monday - Friday.