Search Results
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1
McComsey Asset Management LLC
Austin,
TX (0.04 miles)
Services offered: Money Management
Portfolio requirement: $250,000
Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, AZ & CA. Our NEW CLIENT minimum portfolio size = $250,000...
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2
Blackhaw Wealth Management, LLC
Austin,
TX (0.04 miles)
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $500,000
We are a Registered Investment Advisor providing financial advice and portfolio management services to private clients. We create and manage tailored investment solutions to meet the needs of our clients.
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3
Sweetwater Financial Advisors, LLC
Austin,
TX (15.04 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000...
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4
Living Water Capital Management, LLC
Austin,
TX (25.32 miles)
Services offered: Money Management
Portfolio requirement: $1,000,000
We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $1,000,000...
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5
McComsey Asset Management LLC
San Antonio,
TX (69.00 miles)
Services offered: Money Management
Portfolio requirement: $250,000
Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, AZ & CA. Our NEW CLIENT minimum portfolio size = $250,000...
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6
Sweetwater Financial Advisors, LLC
San Antonio,
TX (71.33 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000...
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7
Living Water Capital Management, LLC
San Antonio,
TX (71.33 miles)
Services offered: Money Management
Portfolio requirement: $1,000,000
We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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8
Arbor Wealth Management
Destin, FLServices offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $500,000
Come see us for a free consultation when you are in or near Destin, FL. We are a “Fee-Only†Registered Investment Advisory Firm We specialize in portfolio management for high net-worth clients and in retirement planning. Portfolio Min = $500,000.
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9
Bares Capital Management, Inc.
221 W 6th Street
Austin, TX
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10
Bird Rock Asset Management, LP
815 Brazos St., Suite 400
Austin, TX
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11
Durbin Bennett Peterson Private Wealth Management, LLP
100 Congress Avenue, Suite 1600
Austin, TX
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12
Waterstreet Investment Consultants, LLC
100 Congress Avenue
Austin, TX
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13
Blackhaw Wealth Management, LLC
111 Congress Avenue
Austin, TXServices offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $500,000
We are a Registered Investment Advisor providing financial advice and portfolio management services to private clients. We create and manage tailored investment solutions to meet the needs of our clients.
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14
Terry Mcdaniel & Company
2630 Exposition Blvd Ste 300
Austin, TX
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15
Alpha Capital Management
1501 South Mopac Expressway, Suit 160
Austin, TX
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16
Bell Financial Planning
2901 Bee Cave Road Box F
Austin, TX
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17
Carl Stuart Investment Advisor, Inc.
1301 South Mopac Expressway
Austin, TX
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18
J.P. Scott & Company, LLC
3 Lakeway Centre Court
Austin, TX
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19
Johns & Wilkinson LLC
1000 Westbank Dr
Austin, TX
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20
Stephen Jones Capital Management, Inc.
805 Las Cimas Parkway
Austin, TX
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21
Austin Asset Management Co
7200 N. Mopac, Suite 315
Austin, TX
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22
Barnett Financial, Inc.
3500 Jefferson Street
Austin, TX
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23
Al Hewitt
7000 North Mopac
Austin, TXServices offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
**NAPFA Member** I have devoted myself specifically to providing comprehensive tax and financial planning services to firefighters. I serve firefighter clientele nationally...
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24
Byrd Capital Market Advisers, Inc
100 Congress Avenue
Austin, TXServices offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $500,000
We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We are an SEC registered Fee-Only Firm and specialize in working with private individuals and families. NEW CLIENT minimum portfolio size = $500,000...
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25
Capital Cities Asset Management Inc
11651 Jollyville Road
Austin, TX
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