Realized Financal, Inc.
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 22333
- Registered since
- June 9, 1988
- Website
- realizedfinancial.com
- Fee structure
- Percentage of AUM, Other
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Realized Financial, Inc. operates as an independent broker-dealer and has been registered with the SEC since 1988. The firm primarily caters to individual and family clients, providing a range of services including financial planning, portfolio management for individuals and small businesses, and educational seminars. While the firm does not actively engage in ESG investing, it focuses on traditional investment strategies and offers a variety of advisory services.
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
Owners & executives
3 of 4Scott Spencer
CEO & COOCRD 2384319
David Wieland
Founder & CEOCRD 5690840
David Dahill
Co-Founder & CFOCRD 6581024
Contacts
3 of 11
Gabriel Medina
Due Diligence OfficerCRD 5061047
Stephanie Elliott
PresidentCRD 2476636
Stephen Maiello
Compliance AssociateCRD 2120511
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
- 500 W 13th St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Stonecrest Capital Markets, Inc.
Broker-DealerAustin, TX
Capital Hill Group, Inc.
Broker-DealerAustin, TX
Centerboard Securities, LLC
Broker-DealerAustin, TX
Natalliance Securities, LLC
Broker-DealerAustin, TX
DFA Securities LLC
Broker-DealerAustin, TX
Empiric Distributors, Inc.
Broker-DealerAustin, TX