Sipco

Sipco (CRD# 134780) is a financial advisory firm headquartered in San Antonio, TX. They manage $71,899,251 in 617 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    617
    ACCOUNTS
  • Average Account Value
    $116,530
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, PA, TX

Financial Advisors at Sipco
Showing 1 - 2 of 2 top financial advisors.
1
Paul Macnamara
CRD#: 2703938
1100 Ne Loop 410, Suite 636, San Antonio, TX 78209
96
Wealthminder
score

Paul Macnamara (CRD# 2703938) is an Investment Advisor Representative working at Sipco in San Antonio, TX and has over 20 years of experience in the finance industry. Paul Macnamara has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy J. McIntosh
CRD#: 2726005
1100 Ne Loop 410, Suite 636, San Antonio, TX 78209
96
Wealthminder
score

Timothy McIntosh (CRD# 2726005) is an Investment Advisor Representative working at Sipco in San Antonio, TX and has over 20 years of experience in the finance industry. Timothy McIntosh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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