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Home > Retirement Planners > texas > san antonio > SCALEWORKS CAPITAL, LLC
SCALEWORKS CAPITAL, LLC
122 East Houston Street
Suite 105
San Antonio, Texas 78205
Tel: 210-544-5409
About SCALEWORKS CAPITAL, LLC
SCALEWORKS CAPITAL, LLC, formally registered with the SEC as SCALEWORKS CAPITAL, LLC. The firm was established in 04/23/2020. They have over 1 offices throughout the country.
SCALEWORKS CAPITAL, LLC is a San Antonio, Texas based Financial Planning firm with nearly $263,477,775 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306560 |
| SEC# | 801-118462 |
| Assets Managed by Firm | $263,477,775 |
| No. of Clients | 7 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $263,477,775 |
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