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 31 - 40 of 79 top financial advisors.
31
Ashley Bourland, financial advisor El Segunda CA
Ashley K. Bourland
CRD#: 7734651
840 Apollo St, St 248, El Segunda, CA 90245

Ashley Bourland (CRD# 7734651) is an Investment Advisor Representative working at 49 Financial in El Segunda, CA and has 1 year of experience in the finance industry.

32
Connor Bradley, financial advisor Austin TX
Connor H. Bradley
CRD#: 7023735
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Connor Bradley (CRD# 7023735) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 5 years of experience in the finance industry.

33
Jack Breen, financial advisor Charlotte NC
Jack E. Breen
CRD#: 7756059
1213 W Morehead St., Suite 508, Charlotte, NC 28208

Jack Breen (CRD# 7756059) is an Investment Advisor Representative working at 49 Financial in Charlotte, NC and has 1 year of experience in the finance industry.

34
Alexander Bright, financial advisor El Segundo CA
Alexander T. Bright
CRD#: 7651479
840 Apollo Street, Suite 248, Suite 279, El Segundo, CA 90245

Alexander Bright (CRD# 7651479) is an Investment Advisor Representative working at 49 Financial in El Segundo, CA and has 1 year of experience in the finance industry.

35
Chase Carlson, financial advisor Houston TX
Chase H. Carlson
CRD#: 7593801
1334 Brittmoore Rd, Suite 2610, Houston, TX 77043

Chase Carlson (CRD# 7593801) is an Investment Advisor Representative working at 49 Financial in Houston, TX and has 1 year of experience in the finance industry.

36
Jonathan Curry, financial advisor Atlanta GA
Jonathan L. Curry
CRD#: 7376926
3101 Cobb Pkwy Se, Suite 124, Atlanta, GA 30339

Jonathan Curry (CRD# 7376926) is an Investment Advisor Representative working at 49 Financial in Atlanta, GA and has over 3 years of experience in the finance industry.

37
Micah Damrow, financial advisor Austin TX
Micah R. Damrow
CRD#: 6972876
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Micah Damrow (CRD# 6972876) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 5 years of experience in the finance industry.

38
Stephen Davis, financial advisor Austin TX
Stephen R. Davis
CRD#: 7331636
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Stephen Davis (CRD# 7331636) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 3 years of experience in the finance industry.

39
Michael Defrees, financial advisor Austin TX
Michael S. Defrees
CRD#: 7878580
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Michael Defrees (CRD# 7878580) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has 1 year of experience in the finance industry.

40
Tyler Dodson, financial advisor Jacksonville FL
Tyler N. Dodson
CRD#: 7559603
13475 Atlantic Blvd., Unit 8, Jacksonville, FL 32225

Tyler Dodson (CRD# 7559603) is an Investment Advisor Representative working at 49 Financial in Jacksonville, FL and has over 2 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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