Assets Under Management
N/A
Number of Clients
1
Number of Advisors
5
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Realized Financial advises clients on real estate investments, including DSTs, QOZs, REITs, and Private Real Estate Funds. They use proprietary software to assess suitability and design real estate investment strategies. They do not act on a discretionary basis. They may act as a sub-adviser to other financial professionals.
400 W. 15th St., Suite 700, Austin, TX, 78701