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Building 2BATES TOTAL ASSET MANAGEMENT, INC.

Map pinKERRVILLE, TX
Phone830-896-3717
NotebookSEC #801-60379
Total AUM
$18.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 JUNCTION HWY.
KERRVILLE
TX 78028
USA
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
830-896-3717

ReceiptFinancials

Total AUM
$18.9M
Accounts
418
Discretionary
$11.4M
Accounts
273
Non-Discretionary
$7.5M
Accounts
145

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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