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Alexandra Mary Bequette

AUSTIN ASSET MANAGEMENT CO·AUSTIN, Texas
Clean record5 years registeredAUSTIN ASSET MANAGEMENT CO
7200 N. MOPAC, SUITE 315, AUSTIN, TX 78731CRD# 7350672Firm CRD# 105441

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexandra Mary Bequette · AUSTIN, TX
Registration
CRD #7350672 · AUSTIN ASSET MANAGEMENT CO · 5 years registered
Brand Profile
Not yet started
01

Career History

AUSTIN ASSET
Mar 2021 – present
02

Registrations & Exams

Registration record
First registered · March 12, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AUSTIN ASSET MANAGEMENT CO
CRD 105441 · SEC 801-32217
AUM
$1.5B
Regulatory assets under management
Employees
23
2,310 client accounts
Services offered by AUSTIN ASSET MANAGEMENT CO
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AUSTIN ASSET MANAGEMENT CO →
Introduction

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05

Frequently Asked Questions

What services does Alexandra Mary Bequette offer?
Alexandra Mary Bequette specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Alexandra Mary Bequette's credentials?
Alexandra Mary Bequette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexandra Mary Bequette located?
Alexandra Mary Bequette is based in AUSTIN, Texas, working with AUSTIN ASSET MANAGEMENT CO. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Alexandra Mary Bequette charge for services?
Alexandra Mary Bequette's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AUSTIN ASSET MANAGEMENT CO?
AUSTIN ASSET MANAGEMENT CO has approximately 23 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AUSTIN ASSET MANAGEMENT CO

Kenneth Wayne Price
AUSTIN, TX
Jonathan David Davison
AUSTIN, TX
Gregory Scott Van Wyk
AUSTIN, TX
Kristin Lee Jaggard
AUSTIN, TX
William Eric Hehman
AUSTIN, TX
William Thomas Wike
AUSTIN, TX
CFP

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