CRD: 302038
Austin Money Management Corporation
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Wave
- Established Date
- 02-07-2020
- Office Locations
- 2
Office Locations
About Austin Money Management Corporation
Austin Money Management Corporation is an Austin, TX RIA providing objective, comprehensive financial planning and private wealth management, coordinating portfolio and planning decisions to help clients maximize financial resources. The firm also delivers corporate solutions for business owners, including benefits, cash flow and business-asset guidance. Investment work emphasizes active allocation and risk management using ETFs and mutual funds; custody is primarily at Schwab and Fidelity, and the firm runs on Advyzon.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
STEVEN DOUGLAS AYCOCK
Principal
- CRD
- #3092096
Vicki Lynn Aycock
--
- CRD
- #8253884
Showing 2 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,529,911 | $747,303 |
| Non-Discretionary | $96,528,838 | $10,725,426 |
| Total | $296,058,749 | $1,072,677 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $296,058,749
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $311,069,345 | 35.4% |
| Equity - Exchange | $352,369,513 | 40.1% |
| Cash | $215,288,106 | 24.5% |
| Total | $878,726,964 | 100.0% |