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Building 2TLWM FINANCIAL

Map pinSAN ANTONIO, TX
Phone1-877-348-8822
NotebookSEC #801-79214
Total AUM
$605.4M
Employees
11
Clients
1,262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 NE LOOP 410
SUITE 644
SAN ANTONIO
TX 78216
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
1-877-348-8822
Other Offices
4

ReceiptFinancials

Total AUM
$605.4M
Accounts
2,173
Discretionary
$605.4M
Accounts
2,173
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
933
AUM
$226.7M
HNW Individual Clients
316
AUM
$355.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1M
Charitable Organization Clients
4
AUM
$1.2M
Corporation or Business Clients
8
AUM
$21.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLMAMENHNYOHTXVA

HandshakeAffiliates

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

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