Stephanie
Boeke

Bird Rock Asset Management, Lp

CRD#6121837
Investment Advisor
in Austin, TX

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About this Advisor

Stephanie Boeke is a financial advisor operating in Austin, Texas, who has 10 years of industry experience. Boeke currently works for Bird Rock Asset Management, Lp. They have spent the entirety of their employment at Bird Rock Asset Management, Lp. Boeke maintains a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Texas. Bird Rock Asset Management, Lp is a company operating out of Austin, TX. It administers $117 million in assets across its 417 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 417 customer accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. Bird Rock Asset Management, Lp performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Bird Rock Asset Management, Lp typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

9433 Bee Cave Rd Bldg 2, Suite 203
Austin, TX 78733

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Bird Rock Asset Management, Lp Brokerage Details

Total Assets Under Management

$116,898,910

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

5

TX Average: 49
Total Number of Accounts

417

TX Average: 2,315
Average Account Size

$280,333

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Stephanie Boeke Work History

Stephanie has been registered as a financial advisor for 10 years.*

2012 - Present (12 years)

Merril Lynch Bank Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephanie Boeke 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 Bird Rock Asset Management, Lp

Stephanie Boeke
Austin, TX
Jack Tamez
Austin, TX
Christina Cannella
Austin, TX
Stephen Levy
Austin, TX
Aaron Soderberg
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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