Zachary
Austin
Enzi Wealth
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About this Advisor
Zachary Austin is a financial advisor operating in Austin, Texas with 1 year of relevant experience. Austin is an employee of Enzi Wealth. During their career, Austin has held roles at Keystone Bank, Enzi Wealth and Texas Tech University. Austin holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Texas. Enzi Wealth is an advisory firm that has its headquarters in Austin, TX. It administers $267 million in assets among its 766 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 766 client accounts, 44% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees typically are based on which services the firm provides the client. Fee types charged by Enzi Wealth most likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Enzi Wealth Brokerage Details
$266,898,983
7
766
$348,432
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Zachary Austin Work History
Zachary has been registered as a financial advisor for 1 years.*
Enzi Wealth
Keystone Bank
Texas Tech University
Texas Tech University
*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 Zachary Austin 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 Enzi Wealth
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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