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).

By the Numbers
  • Total Assets Under Management
    1,539
    MILLION
  • Total Number of Accounts
    2,310
    ACCOUNTS
  • Average Account Value
    $666,376
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Austin Asset
Showing 11 - 13 of 13 top financial advisors.
11
Laura N. Baird
CRD#: 7643648
7200 N. Mopac, Suite 315, Austin, TX 78731

Laura Baird (CRD# 7643648) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry.

12
Alexandra M. Bequette
CRD#: 7350672
7200 N. Mopac, Suite 315, Austin, TX 78731

Alexandra Bequette (CRD# 7350672) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry.

13
Samantha K. Gorny
CRD#: 7681401
7200 N. Mopac, Suite 315, Austin, TX 78731

Samantha Gorny (CRD# 7681401) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry.

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