St. Columbanus Ag

St. Columbanus Ag (CRD# 169895) is a financial advisory firm headquartered in Teufen, . They manage $53,982,869 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Alte Haslenstrasse 5, Teufen, 9053
http://www.stcolumbanus.com
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $3,855,919
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at St. Columbanus Ag
Showing 1 - 1 of 1 top financial advisors.
1
Jose Soriano, financial advisor Teufen
Jose M. Soriano
CRD#: 1194747
Alte Haslenstrasse 5, Teufen, 9053

Jose Soriano (CRD# 1194747) is an Investment Advisor Representative working at St. Columbanus Ag in Teufen, and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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