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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 |
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