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Building 2ONE ADVOCATE GROUP

Map pinSAN ANTONIO, TX
Phone210-341-1235
NotebookSEC #801-101527
Total AUM
$258.7M
Employees
5
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11503 NW MILITARY HIGHWAY, SUITE 206
SAN ANTONIO
TX 78231
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
210-341-1235

ReceiptFinancials

Total AUM
$258.7M
Accounts
502
Discretionary
$258.7M
Accounts
502
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
159
AUM
$24.4M
HNW Individual Clients
71
AUM
$228.6M
Charitable Organization Clients
1
AUM
$5.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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