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Victoria Blake Burress

Austin Asset

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About Victoria Blake Burress

Victoria Burress is a financial advisor with Austin Asset, located in Austin, TX. Victoria has been in the financial industry since 2018 and has a Series 7, Series 66, and SIE licenses. Victoria is also a Certified Financial Planner. Victoria specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Victoria's previous experience includes working at Charles Schwab & Co., Inc. in La Jolla, CA. Victoria's firm, Austin Asset, manages over $1.5 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.

Firm Information

Victoria Burress 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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Victoria Burress’s Registration & Firm History

TX

01/04/2021 - Present

Austin Asset (AUSTIN TX)

CA

06/01/2018 - 12/22/2020

CHARLES SCHWAB & CO., INC. (La Jolla CA)

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Licenses & Designations

BOTH

Issued 08/06/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victoria Blake Burress.
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