49 Financial

49 Financial (CRD# 319484) is a financial advisory firm headquartered in Austin, TX. They manage $566,217,984 in 3,364 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746
https://www.facebook.com/49financial
By the Numbers
  • Total Assets Under Management
    566
    MILLION
  • Total Number of Accounts
    3,364
    ACCOUNTS
  • Average Account Value
    $168,317
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, FL, GA, MN, NC, TX

Financial Advisors at 49 Financial
Showing 1 - 10 of 74 top financial advisors.
1
Roy Anderson, financial advisor Austin TX
Roy C. Anderson
CRD#: 5656542
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Roy Anderson (CRD# 5656542) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 14 years of experience in the finance industry.

2
Grant Boren, financial advisor Austin TX
Grant M. Boren
CRD#: 6514930
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Grant Boren (CRD# 6514930) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 7 years of experience in the finance industry.

3
Dean Dillenberg, financial advisor Austin TX
Dean P. Dillenberg
CRD#: 6195527
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Dean Dillenberg (CRD# 6195527) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 7 years of experience in the finance industry.

4
David Farrell, financial advisor Austin TX
David B. Farrell
CRD#: 6400947
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

David Farrell (CRD# 6400947) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 9 years of experience in the finance industry.

5
Theodore Grant Iii, financial advisor Austin TX
Theodore S. Grant Iii
CRD#: 6368069
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Theodore Grant Iii (CRD# 6368069) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 9 years of experience in the finance industry.

6
Zachary Hawkins, financial advisor Austin TX
Zachary J. Hawkins
CRD#: 6513159
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Zachary Hawkins (CRD# 6513159) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 8 years of experience in the finance industry.

7
Joshua Henson, financial advisor Houston TX
Joshua G. Henson
CRD#: 6210256
1334 Brittmoore Road, Suite 2610, Houston, TX 77043

Joshua Henson (CRD# 6210256) is an Investment Advisor Representative working at 49 Financial in Houston, TX and has over 9 years of experience in the finance industry.

8
Michael Ihlenfeldt, financial advisor Austin TX
Michael K. Ihlenfeldt
CRD#: 6357938
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Michael Ihlenfeldt (CRD# 6357938) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 9 years of experience in the finance industry.

9
Mitchell Johnson, financial advisor Dallas TX
Mitchell A. Johnson
CRD#: 6906213
14555 Dallas Parkway, Suite 100-212, Dallas, TX 75254

Mitchell Johnson (CRD# 6906213) is an Investment Advisor Representative working at 49 Financial in Dallas, TX and has over 6 years of experience in the finance industry.

10
Brandon Lanz, financial advisor Dallas TX
Brandon S. Lanz
CRD#: 6618680
14555 Dallas Parkway, Suite 100-212, Dallas, TX 75254

Brandon Lanz (CRD# 6618680) is an Investment Advisor Representative working at 49 Financial in Dallas, TX and has over 7 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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