The Bank Of San Antonio Wealth Advisors, LLC

The Bank Of San Antonio Wealth Advisors, LLC (CRD# 150508) is a financial advisory firm headquartered in San Antonio, TX. They manage $123,738,000 in 216 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $572,861
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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 The Bank Of San Antonio Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kevin M. Harris
CRD#: 3129566
1900 Nw Loop 410, San Antonio, TX 78213
96
Wealthminder
score

Kevin Harris (CRD# 3129566) is an Investment Advisor Representative working at The Bank Of San Antonio Wealth Advisors, LLC in San Antonio, TX and has over 19 years of experience in the finance industry.

2
Cynthia A. Michael
CRD#: 2447290
1900 Nw Loop 410, San Antonio, TX 78213
93
Wealthminder
score

Cynthia Michael (CRD# 2447290) is an Investment Advisor Representative working at The Bank Of San Antonio Wealth Advisors, LLC in San Antonio, TX and has over 24 years of experience in the finance industry.

3
Gary L. Schweers
CRD#: 6240021
8000 Ih 10 W, Ste 1140, San Antonio, TX 78230
90
Wealthminder
score

Gary Schweers (CRD# 6240021) is an Investment Advisor Representative working at The Bank Of San Antonio Wealth Advisors, LLC in San Antonio, TX and has over 3 years of experience in the finance industry.

4
Matthew H. Hein
CRD#: 6871728
1900 Nw Loop 410, San Antonio, TX 78213
87
Wealthminder
score

Matthew Hein (CRD# 6871728) is an Investment Advisor Representative working at The Bank Of San Antonio Wealth Advisors, LLC in San Antonio, TX and has 1 year of experience in the finance industry.

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