1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FINANCIAL LIFE ADVISORS

Map pinSAN ANTONIO, TX
Phone210-918-8998
NotebookSEC #801-111024
Total AUM
$366.3M
Employees
11
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2338 N LOOP 1604 W
STE 311
SAN ANTONIO
TX 78248
United States
Operating Hours
9:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
210-918-8998

ReceiptFinancials

Total AUM
$366.3M
Accounts
752
Discretionary
$354.5M
Accounts
736
Non-Discretionary
$11.8M
Accounts
16

ContactClients

View more in analytics →

Individual Clients
89
AUM
$49M
HNW Individual Clients
118
AUM
$308.1M
Charitable Organization Clients
1
AUM
$327.7K
Corporation or Business Clients
1
AUM
$8.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account