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Building 2PAX FINANCIAL GROUP

Map pinSAN ANTONIO, TX
Phone210-881-5700
NotebookSEC #801-107918
Total AUM
$747.1M
Employees
22
Clients
1,350

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
270 NORTH LOOP 1604 EAST
SUITE 200
SAN ANTONIO
TX 78232
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
210-881-5700
Other Offices
2

ReceiptFinancials

Total AUM
$747.1M
Accounts
3,900
Discretionary
$747.1M
Accounts
3,900
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,176
AUM
$351.2M
HNW Individual Clients
174
AUM
$395.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PODCASTS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER PONTERA ADVISORY

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLILLAMIMONCSCTXVA

HandshakeAffiliates

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

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