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TEXAS FINANCIAL ADVISORY
20650 Stone Oak Pkwy, #100
San Antonio, Texas 78258
Tel: (210) 530-1292
About TEXAS FINANCIAL ADVISORY
TEXAS FINANCIAL ADVISORY, formally registered with the SEC as TEXAS FINANCIAL ADVISORY. The firm was established in 09/07/2023. They have over 4 offices throughout the country.
TEXAS FINANCIAL ADVISORY is a San Antonio, Texas based Financial Planning firm with nearly $117,865,342 assets under management, offering retirement planning & investment advisory services to 633 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306413 |
| SEC# | 801-128701 |
| Assets Managed by Firm | $117,865,342 |
| No. of Clients | 633 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
- Other (PODCASTS/RADIO SHOW/TELEVISION SHOW)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 633 | $117,865,342 |
| Individuals (other than high net worth individuals) | 600 | $90,310,613 |
| High net worth individuals | 16 | $25,499,878 |
| Charitable organizations | 1 | $262,245 |
| Corporations or other businesses | 4 | $1,792,606 |
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