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 71 - 80 of 83 top financial advisors.
71
Lincoln Rock, financial advisor Austin TX
Lincoln J. Rock
CRD#: 7285910
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Lincoln Rock (CRD# 7285910) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 3 years of experience in the finance industry.

72
Jacob Roos, financial advisor Austin TX
Jacob H. Roos
CRD#: 7413707
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Jacob Roos (CRD# 7413707) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 2 years of experience in the finance industry.

73
Mitchell Roper, financial advisor Austin TX
Mitchell K. Roper
CRD#: 7274307
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Mitchell Roper (CRD# 7274307) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 4 years of experience in the finance industry.

74
Nicholas Ryan, financial advisor Austin TX
Nicholas B. Ryan
CRD#: 7350997
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Nicholas Ryan (CRD# 7350997) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 3 years of experience in the finance industry.

75
Olivia Shin, financial advisor El Segundo CA
Olivia Shin
CRD#: 7395314
840 Apollo St., Ste. 248/279, El Segundo, CA 90245

Olivia Shin (CRD# 7395314) is an Investment Advisor Representative working at 49 Financial in El Segundo, CA and has over 3 years of experience in the finance industry.

76
Samuel Sibley, financial advisor Austin TX
Samuel J. Sibley
CRD#: 7892010
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Samuel Sibley (CRD# 7892010) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has 1 year of experience in the finance industry.

77
Christopher Spalthoff, financial advisor Charlotte NC
Christopher W. Spalthoff
CRD#: 7381767
1213 W Morehead St., Suite 508, Charlotte, NC 28206

Christopher Spalthoff (CRD# 7381767) is an Investment Advisor Representative working at 49 Financial in Charlotte, NC and has 1 year of experience in the finance industry.

78
Kyle Sweeney, financial advisor Austin TX
Kyle Sweeney
CRD#: 7417982
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Kyle Sweeney (CRD# 7417982) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 2 years of experience in the finance industry.

79
Austin Thompson, financial advisor Houston TX
Austin D. Thompson
CRD#: 7113371
1334 Brittmoore Rd, Suite 2610, Houston, TX 77043

Austin Thompson (CRD# 7113371) is an Investment Advisor Representative working at 49 Financial in Houston, TX and has over 5 years of experience in the finance industry.

80
Neil Tjon Hing, financial advisor Austin TX
Neil R. Tjon Hing
CRD#: 6368199
916 S Capital Of Texas Highway, Suite 2.100, Austin, TX 78746

Neil Tjon Hing (CRD# 6368199) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 9 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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