ELDRED ROCK PARTNERS, LLC

7330 San Pedro Ave
Suite 505
San Antonio, Texas 78216
Tel: 726-208-0800

About ELDRED ROCK PARTNERS, LLC

ELDRED ROCK PARTNERS, LLC, formally registered with the SEC as ELDRED ROCK PARTNERS, LLC. The firm was established in 07/27/2023. They have over 3 offices throughout the country.

ELDRED ROCK PARTNERS, LLC is a San Antonio, Texas based Financial Planning firm with nearly $337,918,741 assets under management, offering retirement planning & investment advisory services to 121 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316401
SEC#	801-128420
Assets Managed by Firm	$337,918,741
No. of Clients	121
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	121	$337,918,741
High net worth individuals	41	$144,312,545
Pension and profit sharing plans	1	$91,880,682
Other investment advisers	2	$45,882,033
Corporations or other businesses	2	$6,077,582

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