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Building 2SSB&T WEALTH MANAGEMENT, LLC

Map pinFREDERICKSBURG, TX
Phone830-997-7575
NotebookSEC #801-128817
Total AUM
$445.1M
Employees
6
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
202 W. SAN ANTONIO STREET
FREDERICKSBURG
TX 78624
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
830-997-7575
Other Offices
2

ReceiptFinancials

Total AUM
$445.1M
Accounts
168
Discretionary
$409.6M
Accounts
167
Non-Discretionary
$35.5M
Accounts
1

ContactClients

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Individual Clients
115
AUM
$34.9M
HNW Individual Clients
42
AUM
$136.4M
Banking Clients
1
AUM
$218.7M
Pension/Profit Sharing Plan Clients
1
AUM
$35.5M
Charitable Organization Clients
4
AUM
$12.9M
Corporation or Business Clients
5
AUM
$6.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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