49 FINANCIAL

3711 S Mopac Expy
Suite 150
Austin, Texas 78746
Tel: 214-563-1190

About 49 FINANCIAL

49 FINANCIAL, formally registered with the SEC as 49 FINANCIAL. The firm was established in 09/08/2022. They have over 10 offices throughout the country.

49 FINANCIAL is a Austin, Texas based Financial Planning firm with nearly $566,217,984 assets under management, offering retirement planning & investment advisory services to 3364 clients. The firm is staffed with 103 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319484
SEC#	801-123687
Assets Managed by Firm	$566,217,984
No. of Clients	3364
No. of Advisors	103

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	3364	$566,217,984
Individuals (other than high net worth individuals)	3282	$358,628,939
High net worth individuals	82	$207,589,045

More Retirement Planning firms in Austin, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Austin, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.