One Advocate Group
One Advocate Group (CRD# 270005) is a financial advisory firm headquartered in San Antonio, TX. They manage $147,600,000 in 283 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management148MILLION
Total Number of Accounts283ACCOUNTS
Average Account Value$521,555
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
David Wallace (CRD# 5758794) is an Investment Advisor Representative working at One Advocate Group in San Antonio, TX and has over 5 years of experience in the finance industry.
Thomas Oliphint (CRD# 1172870) is an Investment Advisor Representative working at One Advocate Group in San Antonio, TX and has over 32 years of experience in the finance industry.