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AUSTIN MONEY MANAGEMENT CORPORATION
CRD 302038 · SEC 801-118056
3907 MEDICAL PARKWAY, SUITE 101, AUSTIN, TX, 78756, United States
Phone
(512) 607-5008
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$296.1M
Discretionary AUM
$199.5M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.4M |
| High net worth individuals | 68 | $157.6M |
| Pension/profit sharing plans | 11 | $137.0M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD