South Texas Advisors For Retirees, LLC

South Texas Advisors For Retirees, LLC (CRD# 154793) is a financial advisory firm headquartered in San Antonio, TX. They manage $8,000,000 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $148,148
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
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.

TX

Financial Advisors at South Texas Advisors For Retirees, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David A. Bridgforth
CRD#: 804081
9901 Ih 10 West Suite 440, San Antonio, TX 78230
93
Wealthminder
score

David Bridgforth (CRD# 804081) is an Investment Advisor Representative working at South Texas Advisors For Retirees, LLC in San Antonio, TX and has over 6 years of experience in the finance industry.

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