Pax Financial Group

Pax Financial Group (CRD# 284164) is a financial advisory firm headquartered in San Antonio, TX. They manage $600,061,833 in 4,098 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    600
    MILLION
  • Total Number of Accounts
    4,098
    ACCOUNTS
  • Average Account Value
    $146,428
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, LA, NC, OK, TX, VA

Financial Advisors at Pax Financial Group
Showing 11 - 16 of 16 top financial advisors.
11
Monica Cervantes
CRD#: 6430281
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232

Monica Cervantes (CRD# 6430281) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 3 years of experience in the finance industry.

12
Jonathon M. Fitzsimon
CRD#: 6813072
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232

Jonathon Fitzsimon (CRD# 6813072) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 2 years of experience in the finance industry.

13
Greyson D. Hanna
CRD#: 7449662
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232

Greyson Hanna (CRD# 7449662) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 2 years of experience in the finance industry.

14
Stephen J. Mendoza
CRD#: 7885337
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232

Stephen Mendoza (CRD# 7885337) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has 1 year of experience in the finance industry.

15
Melanie M. Rhooms
CRD#: 7334605
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232

Melanie Rhooms (CRD# 7334605) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 3 years of experience in the finance industry.

16
Jennifer H. Wall
CRD#: 5741970
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232

Jennifer Wall (CRD# 5741970) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 12 years of experience in the finance industry.

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