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Building 2SAWTELLE FINANCIAL MANAGEMENT

Map pinSAN ANTONIO, TX
Phone210-822-5252
NotebookSEC #801-62979
Total AUM
$129.2M
Employees
3
Clients
235

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1250 NE LOOP 410
SUITE 350
SAN ANTONIO
TX 78209
United States
Operating Hours
8:00-5PM
Monday - Friday
Phone
210-822-5252

ReceiptFinancials

Total AUM
$129.2M
Accounts
235
Discretionary
$129.2M
Accounts
235
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
204
AUM
$75.5M
HNW Individual Clients
31
AUM
$53.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARNETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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