$42.7M Total AUM
$42.7M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Tiaa · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-08-2014
- Office Locations
- 1
Office Locations
-- Cedar Park TX
About Resonance Financial, LLC
Resonance Financial is a Cedar Park, TX wealth manager founded by CFA Jason W. Self, providing customized investment management and goal-based financial planning. Portfolios use individual stocks and bonds alongside mutual funds and ETFs, with strategic and tactical asset allocation tailored to cash flow, tax, retirement, and philanthropic needs. Self brings senior portfolio management experience from TIAA and Wells Fargo.
Team overview
-- AVG AGE
$42.7M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
Available
Technology
Available
Owner & Executives
JASON W SELF
Associate, Managing Member
- CRD
- #6321372
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,654,084 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,654,084 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Private Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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