ESQUIRES GROUP LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 289537
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Esquires Group LLC operates as an independent registered investment advisor, focusing primarily on providing financial planning services to individuals and families. The firm is structured as a limited liability company and is owned by an individual. It engages in various business activities, including the sale of other financial products. While the firm does not have a specific focus on environmental, social, and governance (ESG) investing, it offers a range of services tailored to meet the needs of its client base.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1SHANKAR MEGANATHA
PresidentCRD 4896379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 14618 Mansfield Dam Ct
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
STRATEGIC INVESTMENT MANAGEMENT
RIAAUSTIN, TX
LEWIS WEIL CO.
RIAAUSTIN, TX
ANCIENT ART, L.P.
RIAAUSTIN, TX
994 GROUP
RIAAUSTIN, TX
HAMPTON ROCK WEALTH MANAGEMENT
RIAAUSTIN, TX
MILITIA CAPITAL MANAGEMENT, LLC
RIAAUSTIN, TX