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Building 2APPLIED FINANCE ADVISORS, LLC

Map pinSAN ANTONIO, TX
Phone210-204-7479
NotebookSEC #801-66461
Total AUM
$2.1B
Employees
6
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17806 IH 10
SUITE 300
SAN ANTONIO
TX 78257
United States
Operating Hours
9:00 AM TO 5:00 PM, EASTERN TIME
Monday - Friday
Phone
210-204-7479
Other Offices
1

ReceiptFinancials

Total AUM
$2.1B
Accounts
9
Discretionary
$2.1B
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
2
AUM
$2.1B

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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