DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > texas > san antonio
STONE OAK WEALTH MANAGEMENT, LLC
Tel: 210-339-2707
19026 Ridgewood Parkway Suite 134
San Antonio, Texas 78259
STONE OAK WEALTH MANAGEMENT, LLC
STONE OAK WEALTH MANAGEMENT, LLC is a San Antonio, Texas based financial advisory firm with nearly $302,337,767 in assets under management and provides investment advisory services for 286 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM
Firm CRD#:
288217
SEC#:
801-118782
No. of Clients:
286
Assets under Management
$302,337,767
No. of Advisors:
8
More Financial Advisory Firms in San Antonio, Texas
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 106482 | 1166 |
| VICTORY CAPITAL MANAGEMENT INC. | 106189 | 481 |
| TPG GLOBAL ADVISORS, LLC | 159732 | 1036 |
| NB ALTERNATIVES ADVISERS LLC | 149822 | 319 |
| TPG CAPITAL ADVISORS, LLC | 159738 | 361 |
| SIXTH STREET ADVISERS, LLC | 159014 | 633 |
More Firms in San Antonio, Texas >>