49 FINANCIAL

49 FINANCIAL of AUSTIN, TX is an SEC-registered investment adviser (CRD 319484). Regulatory assets under management: $1.4B.

Registration

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (14)

NameRoleLocation
Travis Jordan PenfieldSOLE MEMBER
Daniel Christopher WohlgemuthCHIEF COMPLIANCE OFFICER
Lucas Walter Miller WinskowskiPRESIDENT
Austin Merle GraffCIO
Hunter Ray LloydOWNER
WINSKOWSKI LUCAS WALTER MILLERCHIEF COMPLIANCE OFFICER; PRESIDENT
Winters Kaili ErinSVP, COMPLIANCE
DAVIDSON JEFFREY WAYNEMEMBER AND CHIEF COMPLIANCE OFFICER
GRAFF AUSTIN MERLECIO
ANDEL KEITH MICHAELCHIEF COMPLIANCE OFFICER
LLOYD HUNTER RayMANAGING MEMBER; OWNER
SIMS MATTHEW KYLEMANAGING MEMBER
PENFIELD TRAVIS JordanMANAGING MEMBER; OWNER; SOLE MEMBER
WOHLGEMUTH DANIEL CHRISTOPHERCHIEF COMPLIANCE OFFICER

More on this firm