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Building 2USAA FEDERAL SAVINGS BANK

Map pinSAN ANTONIO, TX
Phone210-498-6001
NotebookSEC #801-52930
Total AUM
$605.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10750 MCDERMOTT FREEWAY
SAN ANTONIO
TX 78288
USA
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
210-498-6001

ReceiptFinancials

Total AUM
$605.2M
Accounts
650
Discretionary
$378M
Accounts
647
Non-Discretionary
$227.1M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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