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Home > Retirement Planners > texas > san antonio > 1900 WEALTH
1900 WEALTH
1900 Broadway
Suite 900
San Antonio, Texas 78215
Tel: 210-736-7770
About 1900 WEALTH
1900 WEALTH, formally registered with the SEC as 1900 WEALTH. The firm was established in 09/02/2015. They have over 2 offices throughout the country.
1900 WEALTH is a San Antonio, Texas based Financial Planning firm with nearly $1,870,769,779 assets under management, offering retirement planning & investment advisory services to 809 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175346 |
| SEC# | 801-105469 |
| Assets Managed by Firm | $1,870,769,779 |
| No. of Clients | 809 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
- Other (CONSULTING FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 809 | $1,870,769,779 |
| Individuals (other than high net worth individuals) | 202 | $72,409,722 |
| High net worth individuals | 164 | $896,593,513 |
| Charitable organizations | 18 | $277,097,421 |
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