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TEXAS FINANCIAL ADVISORY

Tel: (210) 530-1292
20650 Stone Oak Pkwy, #100
San Antonio, Texas  78258

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TEXAS FINANCIAL ADVISORY

TEXAS FINANCIAL ADVISORY is a San Antonio, Texas based financial advisory firm with nearly $117,865,342 in assets under management and provides investment advisory services for 633 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops , Other (PODCASTS/RADIO SHOW/TELEVISION SHOW)

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

306413

SEC#:

801-128701

No. of Clients:

633

Assets under Management

$117,865,342

No. of Advisors:

7

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