WP
WP

William Doug Pittenger

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
55 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$314.7M

Fee Structure

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Location

706 Guadalupe Street, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William infrequently manages his personal home as an Airbnb short-term rental. The income generated is no greater than $10,000 per year.

Employment History
Current Registrations
Redbud Advisors
September 2023 - Present · 2 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.