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

More Retirement Planning firms in San Antonio, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in San Antonio, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.