South Texas Money Management, Ltd.
South Texas Money Management, Ltd. (CRD# 112188) is a financial advisory firm headquartered in San Antonio, TX. They manage $3,385,226,552 in 3,258 accounts and serve the financial needs of clients across 12 states (or territories).
Current Firm Details
South Texas Money Management, Ltd.
By the Numbers
-
Total Assets Under Management3,385MILLION
-
Total Number of Accounts3,258ACCOUNTS
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Average Account Value$1,039,051
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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, IL, LA, NE, NM, NY, TN, TX, WA
Financial Advisors at South Texas Money Management, Ltd.
No Advisor Found.
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