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Building 2DANIEL FRISHBERG FINANCIAL SERVICES, INC.

Map pinSAN ANTONIO, TX
Phone210-342-6999
NotebookSEC #801-56278
Total AUM
$175M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13750 SAN PEDRO AVENUE
SUITE 800
SAN ANTONIO
TX 78232
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
210-342-6999

ReceiptFinancials

Total AUM
$175M
Accounts
1,466
Discretionary
$175M
Accounts
1,465
Non-Discretionary
$30K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Pending Civil Proceeding
State Registrations
COFLILMDNENMTXVA

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

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