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| Happy Holidays!! thanks for using AUM13F!! |
| Austin Money Management Corporation
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| CRD # | 302038 |
| SEC # | 801-118056 |
| CIK # | |
| AUM | $247.4 M (2025-04-29) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 512-607-5008 |
| Address | 3907 Medical Parkway Austin, TX 78756 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 2.2 |
| (b) Individuals (high net worth individuals) | 63 | 132.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 112.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 247.4 |
| By Discretionary | ||
| Discretionary | 75 | 160.0 |
| Non-Discretionary | 10 | 87.3 |
| Total | 85 | 247.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.4 | |
| Total | 85 | 247.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stoever Glass Wealth Management Inc
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|
NY | 0.2 |
|
Blue Sky Capital Consultants Group Inc
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CA | 0.2 |
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Chronos Wealth Management LLC
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FL | 0.2 |
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Fiduciary Financial Partners LLC
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IL | 0.2 |
|
Cooper Capital Advisors LLC
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CA | 0.2 |
|
Prometheus Capital Management Corp
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PA | 0.2 |
|
Matthias Private Wealth LLC
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FL | 0.2 |
|
CornerStone Financial Group LLC
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NE | 0.2 |
|
Coombe Bender & Company LLC
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|
NY | 0.2 |
|
4wealth Advisors Inc
✚
|
IL | 0.2 |