Vaulkshire Investment Advisors
Vaulkshire Investment Advisors (CRD# 226623) is a financial advisory firm headquartered in San Antonio, TX. They manage $2,880,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$151,579
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Omar Akhil (CRD# 6018581) is an Investment Advisor Representative working at Vaulkshire Investment Advisors in San Antonio, TX and has over 5 years of experience in the finance industry.