Michael
Katrein
Per Stirling Capital Management, LLC
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About this Advisor
Michael Katrein is a financial advisor based in Austin, Texas, working with Per Stirling Capital Management, LLC. Michael has previously held positions at Old American Golf Club, Axa Advisors, Nebraska Furniture Mart, Retirement Consulting Services, Inc, Aflac, and Per Stirling Capital Management. Michael has passed the Series 65 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Michael is part of Per Stirling Capital Management, LLC, which operates out of Austin, Texas. The firm has 2 offices and 29 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Per Stirling Capital Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Per Stirling Capital Management, LLC Brokerage Details
$1,212,435,245
29
3,400
$356,599
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
Michael Katrein Work History
Per Stirling Capital Management
Retirement Consulting Services, Inc
Axa Advisors
Nebraska Furniture Mart
Aflac
Old American Golf Club
Disclosures
Please visit the SEC profile of Michael Katrein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Per Stirling Capital Management, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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