Austin Wealth Solutions
Austin Wealth Solutions (CRD# 319597) is a financial advisory firm headquartered in Shreve, OH. They manage $3,524,775 in 76 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management4MILLION
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Total Number of Accounts76ACCOUNTS
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Average Account Value$46,379
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Austin Wealth Solutions
1
Cody Austin (CRD# 5923603) is an Investment Advisor Representative working at Austin Wealth Solutions in Shreve, OH and has over 8 years of experience in the finance industry.
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