CUSTOS FAMILY OFFICE LLC

AUSTIN, Texas·4 registered advisors·CRD# 294025
SEC# 801-1172434303-578-7024
01

Firm Overview

AUM
$532M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CUSTOS FAMILY OFFICE LLC

4 registered advisors
Anthony M Lopiccolo
AUSTIN, Texas
Audrey J Soza
AUSTIN, Texas
Chase Andrew Rodawig
LITTLETON, Colorado
Mitchell John Herr
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
3 advisors
LITTLETON, Colorado
1 advisor

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Data sourced from SEC Form ADV filings. CUSTOS FAMILY OFFICE LLC (CRD# 294025) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.