South Texas Advisors For Retirees, LLC
South Texas Advisors For Retirees, LLC (CRD# 154793) is a financial advisory firm headquartered in , . They manage $6,938,020 in 35 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
South Texas Advisors For Retirees, LLC
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts35ACCOUNTS
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Average Account Value$198,229
Compensation Options
- A percentage of assets under your management
- Hourly charges
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at South Texas Advisors For Retirees, LLC
1
David Bridgforth (CRD# 804081) is an Investment Advisor Representative working at South Texas Advisors For Retirees, LLC in San Antonio, TX and has over 13 years of experience in the finance industry.
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