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Austin Altenburg

20 Years of Experience
Columbus, OH
BrokerSells Insurance

Austin Altenburg is a registered investment advisor at Gryphon Financial Partners, based in Columbus, OH, with 20 years of industry experience. Austin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 5 more. Their firm serves 661 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
661 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiated on a client-by-client basis and will not exceed 1.5% annually. Portfolios utilizing the Gryphon Global Equity strategy are subject to an additional annual fee of up to 0.125%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Austin is an insurance agent selling various insurance products since 2005. He dedicates minimal time to this activity.

Employment History
Current Registrations
Gryphon Financial Partners
September 2021 - Present · 5 yrs 1 mo
Ausdal Financial Partners, INC.Broker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - September 2021 · 13 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2008 - September 2021 · 13 yrs 5 mos
Fifth Third Securities, INC.Broker
October 2004 - January 2007 · 2 yrs 3 mos
State Registrations5 states
AZCOFLMIOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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