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Home > Retirement Planners > texas > fredericksburg > SSB&T WEALTH MANAGEMENT, LLC
SSB&T WEALTH MANAGEMENT, LLC
202 W. San Antonio Street
Fredericksburg, Texas 78624
Tel: 830-997-7575
About SSB&T WEALTH MANAGEMENT, LLC
SSB&T WEALTH MANAGEMENT, LLC, formally registered with the SEC as SSB&T WEALTH MANAGEMENT, LLC. The firm was established in 09/29/2023. They have over 1 offices throughout the country.
SSB&T WEALTH MANAGEMENT, LLC is a Fredericksburg, Texas based Financial Planning firm with nearly $100,003,448 assets under management, offering retirement planning & investment advisory services to 193 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328102 |
| SEC# | 801-128817 |
| Assets Managed by Firm | $100,003,448 |
| No. of Clients | 193 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 193 | $100,003,448 |
| Individuals (other than high net worth individuals) | 67 | $15,123,498 |
| High net worth individuals | 26 | $50,366,116 |
| Pension and profit sharing plans | 1 | $28,711,791 |
| Corporations or other businesses | 4 | $5,802,043 |
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