Wealth Management Services Of Austin, LLC
Wealth Management Services Of Austin, LLC (CRD# 129588) is a financial advisory firm headquartered in Austin, TX. They manage $10,270,751 in 38 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wealth Management Services Of Austin, LLC
By the Numbers
-
Total Assets Under Management10MILLION
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Total Number of Accounts38ACCOUNTS
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Average Account Value$270,283
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Wealth Management Services Of Austin, LLC
1
John Gillespie (CRD# 3160855) is an Investment Advisor Representative working at Wealth Management Services Of Austin, LLC in Austin, TX and has over 25 years of experience in the finance industry.
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