Samantha
Gorny

Austin Asset

CRD#7681401
Investment Advisor
in Austin, TX

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About this Advisor

Samantha Gorny is a financial advisor based in Austin, Texas, working with Austin Asset. Samantha has previously held positions at Austin Asset, All Web Leads, New York University, Union Square Hospitality Group, Asti Trattoria, University Of Texas, Adventures Outback, and Sugar Land Ice And Sports Center. Samantha has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Samantha is part of Austin Asset, which operates out of Austin, Texas. The firm has 1 office and 23 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Austin Asset includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7200 N. Mopac, Suite 315
Austin, TX 78731

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Austin Asset Brokerage Details

Total Assets Under Management

$1,539,329,345

TX Average: $3,042,739,679
Total Number of Employees

23

TX Average: 49
Total Number of Accounts

2,310

TX Average: 2,315
Average Account Size

$666,376

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Samantha Gorny Work History

2021 - Present (3 years)

Austin Asset

2020 - 2021 (1 year)

All Web Leads

2020 - 2020 (< 1 year)

New York University

2019 - 2020 (1 year)

Union Square Hospitality Group

2017 - 2019 (2 years)

Asti Trattoria

2016 - 2017 (1 year)

University Of Texas

2015 - 2016 (1 year)

Adventures Outback

2014 - 2015 (1 year)

University Of Texas

2012 - 2014 (2 years)

Sugar Land Ice And Sports Center

Disclosures

Please visit the SEC profile of Samantha Gorny 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

Jonathan Davison
Austin, TX
Victoria Burress
Austin, TX
Dustin Kim
Austin, TX
Alexandra Bequette
Austin, TX
William Wike
Austin, TX
Samantha Gorny
Austin, TX
Yuanyuan Che
Austin, TX
Laura Baird
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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