FOR FINANCIAL ADVISORS & RIAS
Private offices for independent advisors, wealth managers and RIAs in Austin, Denver, Houston and Atlanta. A secure, professional setting for client reviews, with the network and records safeguards your compliance team expects.
BUILT FOR COMPLIANCE
Account statements, tax returns and estate plans are some of the most sensitive documents your clients share, and SEC Regulation S-P expects registered advisers to safeguard them. Firmspace offices are designed to make the physical and network side of that job easier.
Each office runs on its own VLAN, so client data never crosses a network shared with other companies.
Statements print only when you release the job at the printer, so nothing sits in a shared tray.
Portfolio reviews and family conversations stay inside your office.
Keycard entry and a staffed reception desk keep the floor limited to members and their invited guests.
FOR GROWING PRACTICES
Clients trusting you with their wealth expect a professional office, not a kitchen table or a coffee shop. Firmspace gives independent advisors a Class A address and a staffed, fully furnished office from day one.
Meet in your office or book a conference room for annual reviews and family meetings.
Going independent? Move into an office with furniture, Wi-Fi and reception already in place.
Our staff receive and hold your mail and deliveries.
Add offices for associates and support staff as your practice grows.
FROM THE PROWORKER
No office can do that on its own, and compliance stays your firm's responsibility. Firmspace provides an enclosed office, a private network, secure printing and controlled access, which make the safeguards regulators expect easier to put in place.
Yes. Use your private office or book a conference room, and our staff will greet your clients at reception.
Yes. Teams can take multiple private offices, and each office keeps its own private network.
A Virtual Office membership gives you a business address and mail handling from $95 a month, with conference rooms and day offices available to book.
Tour Firmspace in Austin, Denver, Houston or Atlanta and see how a private office supports your practice and your clients.