Austin Asset
Investment decisions are as much about deciding how to manage your wealth as they are about deciding who should manage your wealth. As a fee-only wealth management firm, we are advocates for our clients and provide financial advice which is as authentic and enduring as our partnership. Whether you have just sold a business, received an inheritance, want to establish a foundation, or simply plan for retirement—when we become partners in your financial future, we intend to be your partner for life.
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Verified contacts
28
available on Kipplo
LinkedIn employees
30
11 to 50 range
Open roles
—
no listings
Distinct roles
21
indexed titles
Tech stack
2
tools in use
Monthly traffic
181
organic / mo
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Decision-makers and verified team members
28 contacts with verified email or phone · masked until revealed.
- CM
Courtney Mickan
Cs Relationship Manager · Other
EmailPhone - DL
Debbie Lanier
Client Service Relationship Manager · Customer/Client Service
EmailPhone - DK
Dustin Kim
Wealth Planning · Finance & Accounting
EmailPhone - ET
Elena Trevino
Office Manager · Operations
EmailPhone - JC
Jimmy Coffman
Wealth Planning Manager · Finance & Accounting
EmailPhone - NJ
Nathan Janak
Controller · Finance & Accounting
EmailPhone - AS
Alexis Sabrina Garza
Wealth Planning Senior Associate · Finance & Accounting
EmailPhone - EB
Emilee Boyer
Wealth Planning Associate · Finance & Accounting
EmailPhone - JF
Jessica Forrest
Wealth Planning at Austin Asset · Finance & Accounting
EmailPhone
Showing 9 of 28 verified contacts
Top roles at Austin Asset
21 distinct titles indexed · top 10 shown.
- 2wealth planning
- 2wealth planning secondary advisor
- 2wealth planning senior associate
- 1administrative assistant
- 1chief executive officer & principal
- 1chief investment officer
- 1client service relationship manager
- 1controller
- 1corporate treasurer
- 1cs relationship manager
- +11more titles
Sign up to unlock all 28 contacts at Austin Asset
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