Austin Asset
Austin Asset (CRD# 105441) is a financial advisory firm headquartered in Austin, TX. They manage $1,539,329,345 in 2,310 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management1,539MILLION
-
Total Number of Accounts2,310ACCOUNTS
-
Average Account Value$666,376
- 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
Victoria Burress (CRD# 6857044) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 5 years of experience in the finance industry.
James Coffman (CRD# 2765150) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 27 years of experience in the finance industry.
Jonathan Davison (CRD# 4559738) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 21 years of experience in the finance industry.
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.
Jessica Forrest (CRD# 1812899) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 29 years of experience in the finance industry.
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.
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.
Dustin Kim (CRD# 6276971) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 10 years of experience in the finance industry.
Gregory Vanwyk (CRD# 4189858) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 23 years of experience in the finance industry.
William Wike (CRD# 5514440) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 14 years of experience in the finance industry.