| As of Date | 03/30/2026 |
| ADV Location | SAN ANTONIO, TX, United States |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 6 20% |
| of those in investment advisory functions | 4 |
| Registration | SEC, Approved, 04/17/2006 |
| AUM* | 2,052,081,914 20% |
| of that, discretionary | 2,052,081,914 57% |
| Private Fund GAV* | 0 |
| Avg Account Size | 228,009,102 -30% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 210 xxxxxxx |
| Websites |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds