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About this Advisor
Clayton Boone is an advisor located in Austin, Texas. Currently a registered advisor with Austin Asset, Boone has 11 years of professional experience in the financial advisory industry. Boone holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Boone is able to work with clients in Texas. During their career, the advisor has held roles at Fidelity Investments, Dimensional Fund Advisors and Austin Asset. Austin Asset is located in Austin, Texas. In aggregate, Austin Asset manages $846 million in assets across 1,674 accounts and employs 19 staff members. The amount of assets the firm manages makes it one of the larger financial advisory firms in the nation. The firm manages 1,651 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 64% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Austin Asset offers financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based and other fees.
Certifications and Registrations
Years of Experience
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Austin Asset Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Clayton Boone Work History
Clayton has 12 years of experience.
Dimensional Fund Advisors
Clayton Boone has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Austin Asset