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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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