Invested Better
Unclaimed

Unclaimed

Unclaimed

Shadowridge Asset Management, LLC

Headquartered in AUSTIN, TX

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Shadowridge Asset Management, LLC is a Registered Investment Advisor located in Austin, TX. The firm manages over $108 million in assets for approximately 905 clients. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and corporations. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses.

Shadowridge Asset Management, LLC

1001 S. CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$108.45M

Assets Under Management

8

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

SHADOWRIDGE ASSET MANAGEMENT, LLC has a total of 4 branch locations across the country.

Advisors at Shadowridge Asset Management, LLC

View All 5 Advisors

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Shadowridge Asset Management, LLC is right for you?

Disclosures

There are no public disclosures for Shadowridge Asset Management, LLC.

Frequently Asked Questions (8)

Not sure if Shadowridge Asset Management, LLC is right for you?