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
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • 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
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
San Antonio, TX

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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