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://instagram.com/49financial?igshid=ymmymta2m2y=
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 61 - 70 of 83 top financial advisors.
61
Jonas Mioen Dahlstrom, financial advisor Austin TX
Jonas A. Mioen Dahlstrom
CRD#: 7274099
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Jonas Mioen Dahlstrom (CRD# 7274099) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 3 years of experience in the finance industry.

62
Dawson Moses, financial advisor Austin TX
Dawson B. Moses
CRD#: 7408916
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Dawson Moses (CRD# 7408916) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 2 years of experience in the finance industry.

63
Kristian Mtetwa, financial advisor Austin TX
Kristian D. Mtetwa
CRD#: 7254161
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Kristian Mtetwa (CRD# 7254161) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 3 years of experience in the finance industry.

64
Garrett Newberry, financial advisor Austin TX
Garrett A. Newberry
CRD#: 7573049
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Garrett Newberry (CRD# 7573049) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 2 years of experience in the finance industry.

65
Sean O'brien, financial advisor Houston TX
Sean J. O'brien
CRD#: 7389837
1334 Brittmoore Rd, Suite 2807, Houston, TX 77043

Sean O'brien (CRD# 7389837) is an Investment Advisor Representative working at 49 Financial in Houston, TX and has over 3 years of experience in the finance industry.

66
Victoria Patrie, financial advisor Rogers AR
Victoria N. Patrie
CRD#: 7425392
5001 Founders Way, Suite 100, Rogers, AR 72758

Victoria Patrie (CRD# 7425392) is an Investment Advisor Representative working at 49 Financial in Rogers, AR and has over 2 years of experience in the finance industry.

67
Cole Pettis, financial advisor Dallas TX
Cole M. Pettis
CRD#: 7564903
14555 Dallas Pkwy., Ste. 100-212, Dallas, TX 75078

Cole Pettis (CRD# 7564903) is an Investment Advisor Representative working at 49 Financial in Dallas, TX and has over 2 years of experience in the finance industry.

68
Collin Plotts, financial advisor Austin TX
Collin G. Plotts
CRD#: 7013522
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Collin Plotts (CRD# 7013522) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 5 years of experience in the finance industry.

69
Mary Grace Price, financial advisor Austin TX
Mary Grace Price
CRD#: 7753093
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Mary Grace Price (CRD# 7753093) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has 1 year of experience in the finance industry.

70
Griffin Rea, financial advisor Austin TX
Griffin W. Rea
CRD#: 7364128
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Griffin Rea (CRD# 7364128) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 3 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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