Investment Professionals, Inc.
Investment Professionals, Inc. (CRD# 30184) is a financial advisory firm headquartered in San Antonio, TX. They manage $621,715,524 in 5,581 accounts and serve the financial needs of clients across 51 states (or territories).
Current Firm Details
Investment Professionals, Inc.
By the Numbers
-
Total Assets Under Management622MILLION
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Total Number of Accounts5,581ACCOUNTS
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Average Account Value$111,399
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Financial Advisors at Investment Professionals, Inc.
No Advisor Found.
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