Overview
Assets Under Management: $1.0 billion
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 497
Average Client Assets: $934,479
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 497
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.17
Average High-Net-Worth Client Assets: $934,479
Total Client Accounts: 3,290
Discretionary Accounts: 3,290
Regulatory Filings
CRD Number: 141849
Filing ID: 1982819
Last Filing Date: 2025-04-24 13:57:00
Website: https://tnfa.net