Kercheville Advisors LLC

Kercheville Advisors LLC (CRD# 169471) is a financial advisory firm headquartered in San Antonio, TX. They manage $394,563,099 in 702 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
15750 Ih-10 West, San Antonio, TX 78249
http://www.kercheville.com/kerchevile-advisors/
By the Numbers
  • Total Assets Under Management
    395
    MILLION
  • Total Number of Accounts
    702
    ACCOUNTS
  • Average Account Value
    $562,056
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Kercheville Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Dabbs, financial advisor San Antonio TX
Jeffrey S. Dabbs
CRD#: 2783445
15750 Ih-10 West, San Antonio, TX 78249

Jeffrey Dabbs (CRD# 2783445) is an Investment Advisor Representative working at Kercheville Advisors LLC in San Antonio, TX and has over 27 years of experience in the finance industry.

2
Joe Kercheville, financial advisor San Antonio TX
Joe B. Kercheville
CRD#: 268275
15750 Ih-10 West, San Antonio, TX 78249

Joe Kercheville (CRD# 268275) is an Investment Advisor Representative working at Kercheville Advisors LLC in San Antonio, TX and has over 44 years of experience in the finance industry.

3
Joshua Kercheville, financial advisor San Antonio TX
Joshua Kercheville
CRD#: 5640221
15750 Ih-10 West, San Antonio, TX 78249

Joshua Kercheville (CRD# 5640221) is an Investment Advisor Representative working at Kercheville Advisors LLC in San Antonio, TX and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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