Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
250 clients
Average Client Portfolio
$562K average
Assets Under Management
$140.5M

Fee Structure

Minimum Investment:None
Loading...

Location

9442 N Capital Texas Hwy, Plaza 1, Suite 150, Austin, TX, 78759

Get directions

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.

Learn about disclosures →
Other Business Activities

Austin works as an analyst for Integrated Wealth Strategies, an activity not related to investments. This takes about half of Austin's time.

Employment History
Current Registrations
Integrated Wealth Strategies, LLC
October 2016 - Present · 9 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.