Austin Asset
Austin Asset (CRD# 105441) is a financial advisory firm headquartered in Austin, TX. They manage $1,366,006,925 in 2,011 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management1,366MILLION
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Total Number of Accounts2,011ACCOUNTS
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Average Account Value$679,267
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, TX
Gregory Allison (CRD# 4613425) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 19 years of experience in the finance industry. Gregory Allison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Victoria Burress (CRD# 6857044) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 3 years of experience in the finance industry. Victoria Burress has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Coffman (CRD# 2765150) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 25 years of experience in the finance industry. James Coffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jonathan Davison (CRD# 4559738) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 19 years of experience in the finance industry. Jonathan Davison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Danqin Fang (CRD# 6663145) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry. Danqin Fang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jessica Forrest (CRD# 1812899) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 27 years of experience in the finance industry. Jessica Forrest has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Hehman (CRD# 4340147) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry. William Hehman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jamie Ileks (CRD# 6088827) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry. Jamie Ileks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kristin Jaggard (CRD# 6635077) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry. Kristin Jaggard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Kerr (CRD# 2850646) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 25 years of experience in the finance industry. James Kerr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.