Texas Institutional Investment Management, LLC

Texas Institutional Investment Management, LLC (CRD# 131300) is a financial advisory firm headquartered in San Antonio, TX. They manage $35,056,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $701,120
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Texas Institutional Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Eric M. Efron
CRD#: 1011983
559 East Huisache Avenue, San Antonio, TX 78212
96
Wealthminder
score

Eric Efron (CRD# 1011983) is an Investment Advisor Representative working at Texas Institutional Investment Management, LLC in San Antonio, TX and has over 18 years of experience in the finance industry.

2
Stephen P. Arnold
CRD#: 3069648
559 East Huisache Avenue, San Antonio, TX 78212
93
Wealthminder
score

Stephen Arnold (CRD# 3069648) is an Investment Advisor Representative working at Texas Institutional Investment Management, LLC in San Antonio, TX and has over 18 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.