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Austin Money Management Corporation
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CRD # | 302038 |
SEC # | 801-118056 |
CIK # | |
AUM | $213.8 MM (2024-03-05) |
Employees | 1 (100% Investors, 100% Brokers) |
Phone | 512-607-5008 |
Address | 3907 Medical Parkway Austin, TX 78756 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 11 | 1.9 |
(b) Individuals (high net worth individuals) | 58 | 115.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 12 | 96.5 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 251 | 213.8 |
By Discretionary | ||
Discretionary | 240 | 139.1 |
Non-Discretionary | 11 | 74.8 |
Total | 251 | 213.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 213.8 | |
Total | 251 | 213.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
CW O'Conner Wealth Advisors Inc
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|
GA | 0.2 |
IFS Advisors Inc
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|
FL | 0.2 |
KOA Wealth Management LLC
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CA | 0.2 |
Capital Ideas Inc
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|
TX | 0.2 |
Axiom Investment Management LLC
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|
NY | 0.2 |
Vestment Financial LLC
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|
MN | 0.2 |
AFG Fiduciary Services Limited Partnership
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|
MA | 0.2 |
Dunbar Associates LLC
✚
|
CT | 0.2 |
IAMS Wealth Management LLC
✚
|
NE | 0.2 |
Croak Asset Management LLC
✚
|
OH | 0.2 |