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Building 2THE MUTUAL FUND STORE

Map pinSAN ANTONIO, TX
Phone210-826-9400
NotebookSEC #801-67940
Total AUM
$131.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 EAST BASSE ROAD
SUITE 206
SAN ANTONIO
TX 78209
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
210-826-9400

ReceiptFinancials

Total AUM
$131.3M
Accounts
582
Discretionary
$131.3M
Accounts
582
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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