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Home > Retirement Planners > texas > san antonio > CORNERMEN FINANCIAL, LLC
CORNERMEN FINANCIAL, LLC
1130 E. Sonterra Blvd, Suite 130
San Antonio, Texas 78258
Tel: (210) 702-3961
About CORNERMEN FINANCIAL, LLC
CORNERMEN FINANCIAL, LLC, formally registered with the SEC as CORNERMEN FINANCIAL, LLC. The firm was established in 09/15/2022. They have over 1 offices throughout the country.
CORNERMEN FINANCIAL, LLC is a San Antonio, Texas based Financial Planning firm with nearly $125,187,989 assets under management, offering retirement planning & investment advisory services to 666 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323179 |
| SEC# | 801-126584 |
| Assets Managed by Firm | $125,187,989 |
| No. of Clients | 666 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 666 | $125,187,989 |
| Individuals (other than high net worth individuals) | 309 | $94,273,862 |
| High net worth individuals | 29 | $29,393,433 |
| Charitable organizations | 1 | $1,520,694 |
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