Overview
Assets Under Management: $466 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 74
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.32
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 696
Discretionary Accounts: 662
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 169471
Last Filing Date: 2025-02-24 00:00:00
Website: https://kercheville.com