AUSTIN NATIONAL FINANCIAL SERVICES
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 115135
- Website
- www.austinnational.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.1%
- Individuals12.9%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Austin National Financial Services operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm is registered as a representative of a broker-dealer and engages in the sale of various financial products. It caters to a client base that consists of individuals and families, utilizing a fee structure based on a percentage of assets under management. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1NATALIA NAYLOR
Wealth AdvisorCRD 4606214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 4810 Spicewood Springs Rd
- Time zone
- CT (UTC-6)
- Office locations
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