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).
Total Assets Under Management8MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$148,148
- 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
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.