Austin Money Management Corporation

Austin Money Management Corporation

Austin, Texas

Austin Money Management Corporation, headquartered in Austin, TX, is a reputable investment advisory firm catering to a diverse clientele. With over 10 individual clients and an impressive $158,224,000 in assets under management, they have established themselves as a trusted partner in wealth management. Boasting two strategically located offices, the firm provides personalized financial guidance to meet the unique needs and goals of their clients. At Austin Money Management Corporation, 63% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. Their compensat...see more

Assets Under Mgmt

$158.22M

Investment Professionals

1

Locations

1

% 401K & Individual

2%

% Discretionary

63%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Disclosures

  • Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
  • Orders brought against in connection to investment related activities (10yrs)
  • Had investment related business activity restricted by federal regulatory agency

Reviews for Austin Money Management Corporation

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