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Building 2BEST INVEST

Map pinSAN ANTONIO, TX
Phone210-888-2820
NotebookSEC #801-113562
Total AUM
$296.4M
Employees
4
Clients
672

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16118 VIA SHAVANO
SUITE 100
SAN ANTONIO
TX 78249
United States
Operating Hours
8-5
Monday - Friday
Phone
210-888-2820

ReceiptFinancials

Total AUM
$296.4M
Accounts
1,762
Discretionary
$295.6M
Accounts
1,756
Non-Discretionary
$782.9K
Accounts
6

ContactClients

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Individual Clients
571
AUM
$118.5M
HNW Individual Clients
80
AUM
$171.7M
Pension/Profit Sharing Plan Clients
3
AUM
$3.3M
Charitable Organization Clients
2
AUM
$186.9K
Corporation or Business Clients
16
AUM
$2.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLNCTX

HandshakeAffiliates

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

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