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Building 2BROADWAY WEALTH SOLUTIONS

Map pinSAN ANTONIO, TX
Phone(210) 283-6600
NotebookSEC #801-124953
Total AUM
$308.1M
Employees
11
Clients
906

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1177 N.E. LOOP 410
5TH FLOOR
SAN ANTONIO
TX 78209
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(210) 283-6600
Other Offices
25

ReceiptFinancials

Total AUM
$308.1M
Accounts
1,254
Discretionary
$273.8M
Accounts
1,189
Non-Discretionary
$34.2M
Accounts
65

ContactClients

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Individual Clients
723
AUM
$144.6M
HNW Individual Clients
152
AUM
$149.3M
Pension/Profit Sharing Plan Clients
1
AUM
$178.6K
Charitable Organization Clients
4
AUM
$4.2M
Corporation or Business Clients
26
AUM
$9.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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