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AdvisorCensus / Financial advisors / Texas / Austin, TX / JPMorgan Chase

Financial advisors in Austin, TX using JPMorgan Chase

3 SEC-registered investment advisory firms headquartered in the Austin, TX metro area name JPMorgan Chase as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Austin, TX ยท How this list is built

FirmCityRegistrationAssets band
Atom Investors LPAustinSEC-registered investment adviserOver $5 billion
Austin Money Management CorporationAustinSEC-registered investment adviser$100 million to $500 million
Hoisington Investment Management CoAustinSEC-registered investment adviser$1 billion to $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. JPMorgan Chase nationwide

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AdvisorCensus. Financial advisors in Austin, TX using JPMorgan Chase. https://advisorcensus.com/advisors/tx/austin/custodians/jpmorgan-chase
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