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Samantha Kate Gorny

Austin Asset

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About Samantha Kate Gorny

Samantha Gorny is an investment advisor representative with Austin Asset. Samantha is a Series 65 licensed investment advisor representative in Texas. Samantha's areas of expertise include financial planning, portfolio management for businesses, and portfolio management for individuals. Samantha has 8 years of experience in the financial services industry. Samantha’s current employment is with Austin Asset and has been employed there since March 2021. Samantha has been registered with FINRA since March 2023. Samantha is currently registered with Texas. Samantha has worked in the financial services industry for eight years and has a demonstrated history of success in helping clients achieve their financial goals. Samantha is committed to providing her clients with personalized advice and services that meet their individual needs. Samantha has worked at various companies such as Austin Asset, All Web Leads, New York University, Union Square Hospitality Group, Asti Trattoria, and University of Texas.

Firm Information

Samantha Gorny is currently registered with Austin Asset. Austin Asset is a registered investment advisor with offices in AUSTIN, TX, United States. The firm manages approximately $1,539,329,345 in assets for 2,310 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They offer a variety of advisory services, including portfolio management for individuals and businesses, as well as financial planning. Their website can be found at HTTPS://WWW.AUSTINASSET.COM.
Austin Asset

7200 N. MOPAC, SUITE 315

AUSTIN, TX 78731

$1.54B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samantha Gorny’s Registration & Firm History

TX

03/20/2023 - Present

Austin Asset (AUSTIN TX)

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Licenses & Designations

IA

Issued 03/20/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Kate Gorny.
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