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BANDERA PARTNERS

50 Broad Street
Suite 1820
New York, New York 10004-2358
Tel: 212-232-0116

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About BANDERA PARTNERS

BANDERA PARTNERS, formally registered with the SEC as BANDERA PARTNERS. The firm was established in 03/08/2012. They have over 1 offices throughout the country.

BANDERA PARTNERS is a New York, New York based Financial Planning firm with nearly $371,732,193 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#161230
SEC#801-74294
Assets Managed by Firm$371,732,193
No. of Clients3
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total3$371,732,193

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