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994 GROUP
801 Barton Springs Road
Austin, Texas 78704
Tel: (512) 853-9597
About 994 GROUP
994 GROUP, formally registered with the SEC as 994 GROUP. The firm was established in 08/09/2023. They have over 1 offices throughout the country.
994 GROUP is a Austin, Texas based Financial Planning firm with nearly $142,424,620 assets under management, offering retirement planning & investment advisory services to 553 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289923 |
| SEC# | 801-128543 |
| Assets Managed by Firm | $142,424,620 |
| No. of Clients | 553 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (BUSINESS CONSULTING SERVICES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 553 | $142,424,620 |
| Individuals (other than high net worth individuals) | 100 | $34,852,490 |
| High net worth individuals | 62 | $105,748,076 |
| Charitable organizations | 1 | $416,530 |
| Corporations or other businesses | 4 | $1,407,524 |
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