Austin Money Management Corporation

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Assets, Funds, Holdings

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Austin Money Management Corporation
CRD #302038
SEC #801-118056
CIK #
AUM $213.8 MM (2024-03-05)
Employees 1 (100% Investors, 100% Brokers)
Phone512-607-5008
Address3907 Medical Parkway
Austin, TX 78756
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 11 1.9
(b) Individuals (high net worth individuals) 58 115.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 12 96.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 251 213.8
By Discretionary
Discretionary 240 139.1
Non-Discretionary 11 74.8
Total 251 213.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 213.8
Total 251 213.8
Comparable Firms State AUM ($BB)
CW O'Conner Wealth Advisors Inc
GA 0.2
IFS Advisors Inc
FL 0.2
KOA Wealth Management LLC
CA 0.2
Capital Ideas Inc
TX 0.2
Axiom Investment Management LLC
NY 0.2
Vestment Financial LLC
MN 0.2
AFG Fiduciary Services Limited Partnership
MA 0.2
Dunbar Associates LLC
CT 0.2
IAMS Wealth Management LLC
NE 0.2
Croak Asset Management LLC
OH 0.2
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