Gregory
Allison
Austin Asset
Answer a few questions and
get matched with an advisor.
About this Advisor
Gregory Allison is a certified financial planner who works in Austin, Texas with a total of 2 years of industry experience. Allison is an employee of Austin Asset. The advisor has gained experience at Multi-Financial Securities Corporation, Regentatlantic Capital, LLC and Austin Asset. Allison has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Austin Asset is an advisory business based out of Austin, TX. The company has a total of 22 employees. It controls $1 billion in assets under management between its 2,095 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 2,095 client accounts, 69% are associated with high-net-worth individuals who have more than $1 million in assets. Austin Asset performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees are based on which service is offered. Fee types charged by Austin Asset can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Austin Asset Brokerage Details
$1,265,576,615
22
2,095
$604,094
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Gregory Allison Work History
Gregory has been registered as a financial advisor for 2 years.*
Austin Asset
Regentatlantic Capital, LLC
Multi-Financial Securities Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Allison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Austin Asset
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
