49 Financial Email Format

Financial ServicesTexas, United States201-500 Employees

49 Financial is a financial services firm headquartered in Austin, Texas, with 201 to 500 employees. The organization operates under the trade name 49 Financial and is registered with the U.S. Securities and Exchange Commission as an investment adviser. All investment advisory activities are conducted through 49 Financial, while commissionable product sales are performed under the supervision of Oakwood Capital Securities; the two entities are not affiliated. The firm emphasizes a holistic approach to clients' financial situations, aiming to add value through full financial planning or by complementing a client's existing arrangements. Additional information about its services, fees, conflicts of interest, and other disclosures is available through the SEC adviser information page and the company's website.

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