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Building 2SOUTH TEXAS MONEY MANAGEMENT, LTD.

Map pinSAN ANTONIO, TX
Phone210-824-8916
NotebookSEC #801-58167
Total AUM
$3.4B
Employees
62
Clients
1,582

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 N. ST. MARY'S STREET, SUITE 100
SAN ANTONIO
TX 78205
United States
Operating Hours
8:00 AM TO: 5:00 PM
Monday - Friday
Phone
210-824-8916
Other Offices
5

ReceiptFinancials

Total AUM
$3.4B
Accounts
3,258
Discretionary
$3.3B
Accounts
3,231
Non-Discretionary
$47.9M
Accounts
27

ContactClients

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Individual Clients
708
AUM
$341.4M
HNW Individual Clients
651
AUM
$2.1B
Pension/Profit Sharing Plan Clients
12
AUM
$42.2M
Charitable Organization Clients
81
AUM
$406M
Government Entity Clients
6
AUM
$95.1M
Corporation or Business Clients
124
AUM
$378.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLANMNYTNTXWA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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