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Building 2GLASS WEALTH MANAGEMENT CO., LLC

Map pinSAN ANTONIO, TX
Phone210-930-5141
NotebookSEC #801-112949
Total AUM
$311.9M
Employees
6
Clients
367

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1020 NE LOOP 410
SUITE 802
SAN ANTONIO
TX 78209-1544
United States
Operating Hours
8:00 AM - 4:00 P.M.
Monday - Friday
Phone
210-930-5141

ReceiptFinancials

Total AUM
$311.9M
Accounts
367
Discretionary
$311.9M
Accounts
366
Non-Discretionary
$31.3K
Accounts
1

ContactClients

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Individual Clients
200
AUM
$44.3M
HNW Individual Clients
149
AUM
$226.4M
Charitable Organization Clients
1
AUM
$2M
Corporation or Business Clients
17
AUM
$39.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
License Revocation/Suspension
State Registrations
LATX

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

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