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49 Financial

EST. AUM
$1,402,973,572

CONTACTS
4

CLIENT ACCOUNTS
6,257

Firm Details

Metro area Austin
CRD Number 319484
Website 49financial.com
Client types

Overview

49 Financial is a values-based financial planning firm that focuses on comprehensive financial planning tailored to individual goals. They emphasize the importance of a team-oriented approach to deliver personalized strategies and solutions. Their services include retirement planning, investment management, tax planning, and estate planning, aiming to simplify the financial planning process and provide clients with the tools and knowledge to make informed decisions. They partner with Charles Schwab & Co., Inc. as the primary custodian for client accounts, offering a wide range of investment products and services.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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