Summary

Austin Asset

Founded in 1987

Description

Challenging the status quo of what wealth management looks like, Austin Asset helps provide clarity & purpose for your wealth goals.

Strengths

  • Revenue generated per employee is greater than industry average

Weaknesses

  • Austin Asset has a very small market share in their industry
  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average
  • Variance of revenue growth is more than the industry average
  • Since Austin Asset was founded, the company has experienced slower revenue growth than the industry average
  • Web traffic rankings are worse than the industry average

Annual Revenue

Austin Asset's annual revenue

$5279000

Based on Kona Equity data

  • Revenue per employee

    $310529

  • Variance of revenue growth

    0.06

  • Annual revenue growth since founding

    $142675

  • Revenue growth rate from first known quarter to current

    18.3%

Employee Count

17 employees

  • Employee growth rate from first known quarter to current

    8.3%

Executives

Jamie Ileks

Principal

j**@austinasset.com

Allie Bequette

Wealth Planning

a**@austinasset.com

Victoria Burress

Wealth Management Senior Associate

v**@austinasset.com

Allison Loots

Team Member

a**@austinasset.com

Jonathan Davison

Chief Investment Officer

j**@austinasset.com

Scarlett Che

Wealth Planning Senior Associate

s**@austinasset.com

Philip Austin

Licenced Real Estate Agent

p**@austinasset.com

Kristin Jaggard

Chief Financial Officer & Principal

k**@austinasset.com

Scholley Bubenik

President

s**@austinasset.com

Emilee Boyer

Wealth Planning Associate

e**@austinasset.com

Nathan Janak

Controller

n**@austinasset.com

Greg Vanwyk

Principal and Executive Vice President

g**@austinasset.com

Debbie Lanier

Client Service Manager

d**@austinasset.com

Samantha Gorny

Client Services

s**@austinasset.com

Vani Irwin

Operations Associate

v**@austinasset.com

Courtney Mickan

Client Service Coordinator

c**@austinasset.com

Elena Trevino

Operations Senior Associate

e**@austinasset.com

James Coffman

Napfa-Registered Financial Advisor

j**@austinasset.com

Will Wike

Principal

w**@austinasset.com

Clayton Boone

Manager, Wealth Planning

c**@austinasset.com

Tj Stevenson

Supervisor, Wealth Planning

t**@austinasset.com

G Score - 1

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G2 Income per employee more than industry average.

Web Analysis

  • Rank

    5 M

  • Page views per visitor

    1.0

  • Daily time

    -

Location

7200 N Mopac Ste. 315 
Austin, TX  78731

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Key Information

  • SIC: 62
  • NAICS: 523; 52
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Austin Asset.

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Frequently Asked Questions

Where is Austin Asset located?

Austin Asset's headquarters are located at 7200 N Mopac Ste. 315  Austin, TX  78731.


What is Austin Asset's official website?

Austin Asset's official website is austinasset.com


What is Austin Asset's revenue?

Austin Asset's annual revenue is $5.3 M.


What is Austin Asset's SIC code?

Austin Asset's SIC: 62


What is Austin Asset's NAICS code?

Austin Asset's NAICS: 523; 52.


How many employees does Austin Asset's have?

Austin Asset has 17 employees


What industry does Austin Asset belong to?

Austin Asset is in the industry of Professional training & coaching.

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