$2.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Momentum
- Established Date
- 03-11-1998
- Office Locations
- 1
Office Locations
4810 Spicewood Springs Road Suite 100 Austin TX
About Austin National Financial Services
Austin National Financial Services is a Austin-based RIA. The firm has been operating for 28 years. Managing $2.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
41 AVG AGE
$2.8M AVG AUM / ADVISOR
$919.3K AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Alpha Catalyst vertex
Client Personas
Meridian unison
Custodian
Insight fusion Summit Prime vital
Investment Themes
Meridian element Frontier
Investment Vehicles
Horizon
Platform
Horizon Eagle prime Bridge
Services
Harbor Element Capital Matrix element North Meridian Oak frontier Glacier Vector
Technology
Vital frontier
Owner & Executives
N
NATALIA ALISHIA NAYLOR
DIRECTOR, Owner, President
- CRD
- #4606214
- Ownership
- 75% or more
(472) 669-6812
zenith.ember@frontiercapital.com
in linkedin.com/in/pathway-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,757,914 | -- |
| Total | $2,757,914 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,757,914
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,682,286,880 | 100.0% |
| Total | $4,682,286,880 | 100.0% |