AUSTIN NATIONAL FINANCIAL SERVICES

AUSTIN NATIONAL FINANCIAL SERVICES of AUSTIN, TX is an SEC-registered investment adviser (CRD 115135). Regulatory assets under management: $2.8M.

Registration

• CRD: 115135
• Type: Registered investment adviser
• Location: 4810 SPICEWOOD SPRINGS ROAD, AUSTIN, TX, 78759
• Phone: 512.338.0111
• Latest filing: 2024-03-27
• Regulatory AUM: $2.8M
• Non-discretionary AUM: $2.8M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115135 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search