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AUSTIN MONEY MANAGEMENT CORPORATION
3907 Medical Parkway
Suite 101
Austin, Texas 78756
Tel: (512) 607-5008
About AUSTIN MONEY MANAGEMENT CORPORATION
AUSTIN MONEY MANAGEMENT CORPORATION, formally registered with the SEC as AUSTIN MONEY MANAGEMENT CORPORATION. The firm was established in 02/07/2020. They have over 2 offices throughout the country.
AUSTIN MONEY MANAGEMENT CORPORATION is a Austin, Texas based Financial Planning firm with nearly $213,825,655 assets under management, offering retirement planning & investment advisory services to 251 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 302038 |
| SEC# | 801-118056 |
| Assets Managed by Firm | $213,825,655 |
| No. of Clients | 251 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 251 | $213,825,655 |
| Individuals (other than high net worth individuals) | 11 | $1,898,905 |
| High net worth individuals | 58 | $115,453,794 |
| Pension and profit sharing plans | 12 | $96,472,956 |
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