AUSTIN ASSET

7200 N. Mopac, Suite 315
Austin, Texas 78731
Tel: 512-453-6622

About AUSTIN ASSET

AUSTIN ASSET, formally registered with the SEC as AUSTIN ASSET. The firm was established in 06/09/1988. They have over 2 offices throughout the country.

AUSTIN ASSET is a Austin, Texas based Financial Planning firm with nearly $1,539,329,345 assets under management, offering retirement planning & investment advisory services to 2310 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105441
SEC#	801-32217
Assets Managed by Firm	$1,539,329,345
No. of Clients	2310
No. of Advisors	23

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2310	$1,539,329,345
Individuals (other than high net worth individuals)	113	$58,610,943
High net worth individuals	327	$1,327,306,682
Charitable organizations	11	$153,411,720

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