Amber C Allen

49 Financial

16 Years of Experience

Broker

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

49 Financial

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

105 advisors

Number of Clients

2,989 clients

Average Client Portfolio

$292K average

Assets Under Management

$871.4M

Fee Structure

Minimum Investment:$25K

Location

3711 S Mopac Expy, Suite 150, Austin, TX, 78746

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Amber is a member of QAAllen Enterprise for tax purposes, the owner of Candid Conversations (authoring books), an IAR at 49 Wealth Management LLC, and the Founder/COO of 4A Holdings (leasing/renting property). These activities take up a significant amount of Amber's time, with 49 Wealth Management LLC requiring about two-thirds of a full-time commitment.