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 11 - 20 of 79 top financial advisors.
11
Hunter Lloyd, financial advisor Austin TX
Hunter R. Lloyd
CRD#: 6235656
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Hunter Lloyd (CRD# 6235656) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 10 years of experience in the finance industry.

12
Benjamin Long, financial advisor Austin TX
Benjamin D. Long
CRD#: 6766943
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Benjamin Long (CRD# 6766943) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 6 years of experience in the finance industry.

13
Patrick Mundlin, financial advisor Austin TX
Patrick D. Mundlin
CRD#: 6637384
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Patrick Mundlin (CRD# 6637384) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 7 years of experience in the finance industry.

14
Travis Penfield, financial advisor Austin TX
Travis J. Penfield
CRD#: 6104530
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Travis Penfield (CRD# 6104530) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 11 years of experience in the finance industry.

15
Stephen Rao, financial advisor Houston TX
Stephen C. Rao
CRD#: 6798801
1334 Brittmoore Road, Suite 2610, Houston, TX 77043

Stephen Rao (CRD# 6798801) is an Investment Advisor Representative working at 49 Financial in Houston, TX and has over 6 years of experience in the finance industry.

16
Timothy Rodgers, financial advisor Rogers AR
Timothy M. Rodgers
CRD#: 6879767
5001 W Founders Way, Suite 100, Rogers, AR 72758

Timothy Rodgers (CRD# 6879767) is an Investment Advisor Representative working at 49 Financial in Rogers, AR and has over 6 years of experience in the finance industry.

17
Gregory Rosner, financial advisor Austin TX
Gregory M. Rosner
CRD#: 6797763
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Gregory Rosner (CRD# 6797763) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 6 years of experience in the finance industry.

18
Matthew Sims, financial advisor Dallas TX
Matthew K. Sims
CRD#: 4913495
14555 Dallas Parkway, Suite 100-212, Dallas, TX 75254

Matthew Sims (CRD# 4913495) is an Investment Advisor Representative working at 49 Financial in Dallas, TX and has over 19 years of experience in the finance industry.

19
Tyler Staniford, financial advisor Austin TX
Tyler E. Staniford
CRD#: 6918072
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Tyler Staniford (CRD# 6918072) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 5 years of experience in the finance industry.

20
Jacob Villarreal, financial advisor Austin TX
Jacob A. Villarreal
CRD#: 6982122
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Jacob Villarreal (CRD# 6982122) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 5 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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