Disraeli & Associates is a related adviser based in Austin. It manages $4 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2003.
Disraeli & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Disraeli & Associates is $4 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Disraeli & Associates for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Disraeli & Associates performs its advisory services is located at 2006 S. Oak Canyon, Austin, TX 78746 The mailing address of the firm is 701 Brazos Suite 700, Austin, TX 78701. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-334-6650 or by fax 512-857-0844. The normal business hours are 8:00 to 5:00 cst on Monday - Friday.