Unclaimed Profile

William Thomas Wike

AUSTIN ASSET MANAGEMENT CO·AUSTIN, Texas

Series 7, Series 63, Series 65CFPClean record14 years registeredAUSTIN ASSET MANAGEMENT CO

7200 N. MOPAC, SUITE 315, AUSTIN, TX 78731CRD# 5514440Firm CRD# 105441

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Thomas Wike · AUSTIN, TX

Registration

CRD #5514440 · AUSTIN ASSET MANAGEMENT CO · 14 years registered

Brand Profile

Not yet started

Career History

AUSTIN ASSET

Jul 2012 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 9, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AUSTIN ASSET MANAGEMENT CO

CRD 105441 · SEC 801-32217

AUM

$1.5B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does William Thomas Wike offer?

William Thomas Wike specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are William Thomas Wike's credentials?

William Thomas Wike holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Thomas Wike located?

William Thomas Wike 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 William Thomas Wike charge for services?

William Thomas Wike'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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