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AUSTIN ASSET

AUSTIN ASSET MANAGEMENT CO

CRD 105441 · SEC 801-32217

Visit website

7200 N. MOPAC, SUITE 315, AUSTIN, TX, 78731, United States

Phone

512-453-6622

Fax

512-453-4253

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.87B

Discretionary AUM

$1.87B

Team

21 total employees; 13 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals92$54.1M
High net worth individuals355$1.64B
Charitable organizations11$177.5M

States served

AK, CA, CO, NE, TX, FL

All web addresses on file

Official SEC filing: View on IAPD