Mary
Voll

Per Stirling Capital Management, LLC

CRD#5476488
Investment Advisor
in Austin, TX
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About this Advisor

Mary Voll is a certified financial planner whose office is in Austin, Texas. Currently an investment advisor with Per Stirling Capital Management, LLC, Voll has 10 years of experience in the financial advisory industry. Voll has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Voll can work with customers based out of Arizona, Virginia, Colorado, New Hampshire, New Mexico and Texas. Their career trajectory has included roles at Choice Advisory Group, Choice Investments Inc, Hill Country Wealth Management, B.B. Graham & Co, Per Stirling Capital Management, LLC and Ut Of Austin. Per Stirling Capital Management, LLC is located in Austin, Texas, and has two other offices across the country. In aggregate, Per Stirling Capital Management, LLC manages $677 million in assets throughout 2,652 accounts and employs 31 staff members. The level of assets currently under the firm's management places it among the bigger firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Per Stirling Capital Management, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

4800 Bee Caves Road
Austin, TX 78746

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Per Stirling Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,087,991,440

TX Average: $3,042,739,679
Total Number of Employees

30

TX Average: 49
Total Number of Accounts

2,777

TX Average: 2,315
Average Account Size

$391,787

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mary Voll Work History

Mary has 10 years of experience.

2016 - Present (3 years)

Ut Of Austin

2011 - 2014 (3 years)

Hill Country Wealth Management

2011 - Present (8 years)

B.B. Graham & Co

2011 - Present (8 years)

Per Stirling Capital Management, LLC

2008 - 2011 (3 years)

Choice Advisory Group

2008 - 2011 (3 years)

Choice Investments Inc

Disclosures

Mary Voll has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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