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Home > Retirement Planners > texas > victoria > SATHER FINANCIAL GROUP, INC.
SATHER FINANCIAL GROUP, INC.
120 E. Constitution St
Victoria, Texas 77901
Tel: 361-570-1800
About SATHER FINANCIAL GROUP, INC.
SATHER FINANCIAL GROUP, INC, formally registered with the SEC as SATHER FINANCIAL GROUP, INC. The firm was established in 10/03/2000. They have over 3 offices throughout the country.
SATHER FINANCIAL GROUP, INC. is a Victoria, Texas based Financial Planning firm with nearly $1,948,912,777 assets under management, offering retirement planning & investment advisory services to 1400 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109344 |
| SEC# | 801-57925 |
| Assets Managed by Firm | $1,948,912,777 |
| No. of Clients | 1400 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1400 | $1,948,912,777 |
| Individuals (other than high net worth individuals) | 234 | $83,754,999 |
| High net worth individuals | 206 | $1,424,640,376 |
| Pension and profit sharing plans | 10 | $38,485,607 |
| Charitable organizations | 18 | $280,861,030 |
| Corporations or other businesses | 5 | $121,170,765 |
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|---|---|---|---|
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