AUSTIN MONEY MANAGEMENT CORPORATION

RIASEC RegisteredEst. 2020

Total AUM

$296M

Discretionary

$200M

67% of AUM

Avg account

$1.1M

Accounts

276

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 302038
Registered since: February 7, 2020
Website: austinmoneymanagement.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.23%
Pension & Profit Sharing Plans46.29%
Individuals0.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Austin Money Management Corporation is an independent, SEC-registered registered investment adviser that provides fee-based wealth management and planning to both individual/family and institutional clients. The firm is organized as a corporation, is owner-controlled by an individual, and has been SEC-registered since 2020. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state or related adviser.