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49 FINANCIAL
AUSTIN, TX
214-563-1190
SEC #801-123687Total AUM
$1.4B
Employees
167Clients
3,839Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3711 S MOPAC EXPY
SUITE 150
AUSTIN
TX 78746
United States
SUITE 150
AUSTIN
TX 78746
United States
Operating Hours
9AM-5PM
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
214-563-1190
Other Offices
9
Financials
Total AUM
$1.4B
Accounts
6,257Discretionary
$1.4B
Accounts
6,257Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
3,553AUM
$650.1M
HNW Individual Clients
218AUM
$647.5M
Pension/Profit Sharing Plan Clients
1AUM
$6.9M
Charitable Organization Clients
14AUM
$41.9M
Corporation or Business Clients
53AUM
$56.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTFLGAHIIAILINKSKYLAMAMDMIMNMOMSNCNENJNVNYOHOKORPASCTNTXUTVAWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.