Overview
Assets Under Management: $3.3 billion
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 691
Average Client Assets: $3.0 million
Frequently Asked Questions
SOUTH TEXAS MONEY MANAGEMENT, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112188), SOUTH TEXAS MONEY MANAGEMENT, LTD. is subject to fiduciary duty under federal law.
SOUTH TEXAS MONEY MANAGEMENT, LTD. is headquartered in SAN ANTONIO, TX.
SOUTH TEXAS MONEY MANAGEMENT, LTD. serves 691 high-net-worth clients according to their SEC filing dated July 10, 2018. View client details ↓
According to their SEC Form ADV, SOUTH TEXAS MONEY MANAGEMENT, LTD. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
SOUTH TEXAS MONEY MANAGEMENT, LTD. manages $3.3 billion in client assets according to their SEC filing dated July 10, 2018.
According to their SEC Form ADV, SOUTH TEXAS MONEY MANAGEMENT, LTD. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 691
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.69%
Average Client Assets: $3.0 million
Total Client Accounts: 3,105
Discretionary Accounts: 3,094
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 112188
Filing ID: 1228314
Last Filing Date: 2018-07-10 11:11:00