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Home > Retirement Planners > texas > san antonio > APPLIED FINANCE ADVISORS, LLC
APPLIED FINANCE ADVISORS, LLC
17806 Ih 10
Suite 300
San Antonio, Texas 78257
Tel: 210-204-7479
About APPLIED FINANCE ADVISORS, LLC
APPLIED FINANCE ADVISORS, LLC, formally registered with the SEC as APPLIED FINANCE ADVISORS, LLC. The firm was established in 04/17/2006. They have over 2 offices throughout the country.
APPLIED FINANCE ADVISORS, LLC is a San Antonio, Texas based Financial Planning firm with nearly $1,304,240,181 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140054 |
| SEC# | 801-66461 |
| Assets Managed by Firm | $1,304,240,181 |
| No. of Clients | 4 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $1,304,240,181 |
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