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Robert Stirling Phipps

PER STIRLING CAPITAL MANAGEMENT, LLC·AUSTIN, Texas
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4800 BEE CAVES ROAD, AUSTIN, TX 78746CRD# 1676726Firm CRD# 151671
01

About

Robert Stirling Phipps is a registered financial advisor based in AUSTIN, Texas, affiliated with PER STIRLING CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PER STIRLING CAPITAL MANAGEMENT, LLC
PER STIRLING CAPITAL MANAGEMENT, LLC
AUM
$1.2B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at PER STIRLING CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROMOTER FEES
Regulatory
SEC/IARD CRD# 1676726
Firm CRD# 151671
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Stirling Phipps offer?
Robert Stirling Phipps specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Robert Stirling Phipps's credentials?
Robert Stirling Phipps is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Stirling Phipps located?
Robert Stirling Phipps is based in AUSTIN, Texas, working with PER STIRLING CAPITAL MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Robert Stirling Phipps charge for services?
Robert Stirling Phipps's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PER STIRLING CAPITAL MANAGEMENT, LLC?
PER STIRLING CAPITAL MANAGEMENT, LLC has approximately 29 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
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DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
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