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REALIZED FINANCAL, INC.
CRD 22333 · SEC 801-70703
500 W. 13TH STREET, AUSTIN, TX, 78701, United States
Phone
512-472-7171
Fax
512-472-7180
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
14 total employees; 7 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; FINANCIAL PLANNING FEES AND REALLOWANCES
Org form
Corporation
Filing date
2025-08-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminarsPORTFOLIO MANAGEMENT FOR OTHER RIA AND BD
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $0 |
All web addresses on file
- https://www.realizedfinancial.com
- https://www.realized1031.com
- https://www.realizedholdings.com
- https://www.facebook.com/Realized/
- https://x.com/realized
- https://www.instagram.com/realizedinc/
- http://www.youtube.com/@Realized1031
- https://www.linkedin.com/company/realized
- https://www.linkedin.com/company/realized-financial-inc
Official SEC filing: View on IAPD