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Austin M Smith

SCHULZ WEALTH, LTD.·MANSFIELD, Texas
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1752 BROAD PARK CIRCLE NORTH, MANSFIELD, TX 76063CRD# 6937398Firm CRD# 172194
01

About

Austin M Smith is a registered financial advisor based in MANSFIELD, Texas, affiliated with SCHULZ WEALTH, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SCHULZ WEALTH, LTD.
SCHULZ WEALTH, LTD.
AUM
$321M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SCHULZ WEALTH, LTD. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6937398
Firm CRD# 172194
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Austin M Smith offer?
Austin M Smith specializes in Financial Planning, Investment Management. Contact their office in MANSFIELD, Texas for a consultation.
What are Austin M Smith's credentials?
Austin M Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Austin M Smith located?
Austin M Smith is based in MANSFIELD, Texas, working with SCHULZ WEALTH, LTD.. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.
How does Austin M Smith charge for services?
Austin M Smith'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 SCHULZ WEALTH, LTD.?
SCHULZ WEALTH, LTD. has approximately 3 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MANSFIELD
Robert Rankin Schulz — SCHULZ WEALTH, LTD.Michelle Spies Schulz — SCHULZ WEALTH, LTD.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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Research
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