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Building 2MONEY MANAGERS, INC.

Map pinSAN ANTONIO, TX
Phone(210)349-9494
NotebookSEC #801-134024
Total AUM
$146.6M
Employees
5
Clients
365

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15303 HUEBNER RD.
BLDG. 10
SAN ANTONIO
TX 78248
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(210)349-9494
Other Offices
1

ReceiptFinancials

Total AUM
$146.6M
Accounts
602
Discretionary
$97.3M
Accounts
489
Non-Discretionary
$49.3M
Accounts
113

ContactClients

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Individual Clients
330
AUM
$57.9M
HNW Individual Clients
35
AUM
$88.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
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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