Vaulkshire Investment Advisors

Vaulkshire Investment Advisors (CRD# 226623) is a financial advisory firm headquartered in San Antonio, TX. They manage $8,023,232 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
310 W. Sunset, Suite 101, San Antonio, TX 78209
https://www.vaulkshire.com/
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $178,294
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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 Vaulkshire Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Omar Akhil, financial advisor San Antonio TX
Omar Akhil
CRD#: 6018581
310 W. Sunset, Suite 101, San Antonio, TX 78209

Omar Akhil (CRD# 6018581) is an Investment Advisor Representative working at Vaulkshire Investment Advisors in San Antonio, TX and has over 10 years of experience in the finance industry.

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