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Building 2CROSSVAULT CAPITAL MANAGEMENT LLC

Map pinSAN ANTONIO, TX
Phone210-223-6929
NotebookSEC #801-57228
Total AUM
$466.7M
Employees
5
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7373 BROADWAY
SUITE 107
SAN ANTONIO
TX 78209-3264
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
210-223-6929

ReceiptFinancials

Total AUM
$466.7M
Accounts
370
Discretionary
$451.3M
Accounts
360
Non-Discretionary
$15.4M
Accounts
10

ContactClients

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Individual Clients
63
AUM
$31M
HNW Individual Clients
63
AUM
$281.1M
Pension/Profit Sharing Plan Clients
14
AUM
$29.5M
Charitable Organization Clients
1
AUM
$42.7M
Corporation or Business Clients
1
AUM
$25.2M
Other Clients
13
AUM
$57.2M
Description of Other Clients
PARTNERSHIPS, NON DISCRETIONARY

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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