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

Building 2CORNERMEN FINANCIAL, LLC

Map pinSAN ANTONIO, TX
Phone(210) 702-3961
NotebookSEC #801-126584
Total AUM
$172.7M
Employees
4
Clients
379

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1130 E. SONTERRA BLVD, SUITE 130
SAN ANTONIO
TX 78258
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(210) 702-3961

ReceiptFinancials

Total AUM
$172.7M
Accounts
780
Discretionary
$172.7M
Accounts
780
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
341
AUM
$114.6M
HNW Individual Clients
37
AUM
$56.4M
Charitable Organization Clients
1
AUM
$1.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges 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