| Kercheville Investment Advisors |
15750 Frontage Rd, San Antonio, TX 78249 |
|
21069xxxx0 |
dba****@k**********.com |
4 |
26 |
|
|
|
|
162 |
|
167 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Evidence Advisors Investment Management |
14603 Huebner Rd, San Antonio, TX 78230 |
|
21059xxxx0 |
joh*@e***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Western Finance |
600 Bandera Rd #1, San Antonio, TX 78228 |
|
21073xxxx1 |
abb*******@w**************.com |
4.9 |
266 |
|
|
3.9 |
33 |
1062 |
|
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ingenuity Financial Services |
4374 Lockhill Selma Rd #101, San Antonio, TX 78249 |
|
21034xxxx0 |
amc****@c******.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Brian W Tramontano |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Visionary Wealth Partners |
7550 I-10 Suite 800, San Antonio, TX 78229 |
|
72624xxxx5 |
ede******@v***************.com |
|
|
|
|
|
|
3 |
18 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| REEP Residential |
7410 Blanco Rd Suite 250, San Antonio, TX 78216 |
|
21096xxxx5 |
j-d@r**************.com |
2.4 |
34 |
|
|
|
|
61 |
|
103 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond Frueboes - TIAA Wealth Management Advisor |
17806 I-10 Suite 300, San Antonio, TX 78257 |
|
86684xxxx2 |
ama******@t***.org |
|
|
|
|
|
|
90958 |
525 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Keyrenter Property Management San Antonio |
3740 Colony Dr Ste LL101, San Antonio, TX 78230 |
|
21050xxxx0 |
cha****@l******.io |
4.3 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stacey Martinez - TIAA Wealth Management Advisor |
17806 I-10 Suite 300, San Antonio, TX 78257 |
|
86684xxxx2 |
acc**********@t***.org |
|
|
|
|
|
|
90969 |
524 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CAPTRUST |
4372 N Loop 1604 W Suite 116, Shavano Park, TX 78249 |
|
21040xxxx0 |
a@c*******.com |
|
|
|
|
|
|
438 |
62 |
560 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wilson Wealth Advisors - Ameriprise Financial Services, LLC |
3522 Paesanos Pkwy Ste 303, San Antonio, TX 78231 |
|
21076xxxx0 |
all**********@a***.com |
|
|
|
|
|
|
514 |
|
610 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Lewis Group |
10101 Reunion Pl #301, San Antonio, TX 78216 |
|
21038xxxx0 |
ale***@f*************.com |
5 |
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Renaissance Wealth Management Group of Texas |
1009 B Alamo St, San Antonio TX, San Antonio, TX 78210 |
|
21058xxxx7 |
aaz***********@s******.facebook |
|
|
|
|
|
|
135 |
|
132 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor John Willard de Marigny |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx4 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
280 E Basse Rd Suite 103, San Antonio, TX 78209 |
|
21039xxxx3 |
ian***********@s*****.com |
3.1 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Exencial Wealth Advisors |
7373 Broadway, Suite 400, San Antonio, TX 78209, San Antonio, TX 78209 |
|
21073xxxx8 |
a@e*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McNally Financial Services Corporation |
16414 San Pedro Ave Ste. 930, San Antonio, TX 78232 |
|
21054xxxx0 |
adm**@m***************.com |
4 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Magister Wealth |
64 Spring Lake Dr, San Antonio, TX 78248 |
|
21025xxxx3 |
con****@m*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Teamwork Financial Group LLC |
8 Dominion Dr bldg 100 ste 103, San Antonio, TX 78257 |
|
21068xxxx3 |
and*****@t****************.com |
4.6 |
11 |
|
|
5 |
6 |
98 |
13 |
116 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Benjamin H Taylor |
17802 I-10, San Antonio, TX 78257 |
|
21027xxxx2 |
bro*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Command |
6243 I-10 Suite #250, San Antonio, TX 78201 |
|
21073xxxx3 |
bft******@f***********.com |
4.2 |
5 |
|
|
|
|
7356 |
212 |
7600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Planners of America |
401 E Sonterra Blvd Suite 262, San Antonio, TX 78258 |
|
88861xxxx1 |
inf*@w******************.com |
|
|
|
|
|
|
|
|
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wyble Graham Garcia Wealth Management |
14855 Blanco Rd Ste 218, San Antonio, TX 78216 |
|
21056xxxx6 |
awy***@w********.com |
|
|
|
|
|
|
400 |
|
403 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cavazos Albert |
242 W Sunset Rd Ste 101, San Antonio, TX 78209 |
|
21023xxxx6 |
alb***********@l**.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kuttin Wealth Management - Ameriprise Financial Services, LLC |
8000 I-10 Suite 1000, San Antonio, TX 78230 |
|
80044xxxx5 |
ale*******************@a***.com |
|
|
|
|
|
|
2155 |
11 |
2100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| San Antonio Financial Planning |
6391 De Zavala Rd Suite 203 A, San Antonio, TX 78249 |
|
21064xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Retirement Solutions |
16111 Via Shavano, San Antonio, TX 78249 |
|
21034xxxx0 |
bla*****@r******************.ws |
|
|
|
|
|
|
|
|
59 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bill Cariker - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
51270xxxx5 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| nePara Group Inc |
4630 TX-1604 Loop #215, San Antonio, TX 78249 |
|
21040xxxx6 |
inf*@n*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CAPTRUST |
1826 TX-1604 Loop, San Antonio, TX 78248 |
|
21040xxxx0 |
a@c*******.com |
|
|
|
|
|
|
438 |
62 |
560 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Business Financial Group |
500 N Loop 1604 E # 250, San Antonio, TX 78232 |
|
21049xxxx4 |
dav*******@b*********************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bank of America Private Client Advisor Todd R Braulick |
1803 Broadway St, Suite 600.2, San Antonio, TX 78215 |
|
21089xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wesley Wealth Management LLC |
13750 San Pedro Ave Ste 650, San Antonio, TX 78232 |
|
21072xxxx8 |
g*n*@w***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SIPCO - Investment Management Company in San Antonio |
1100 N.W. Loop 410, #636, San Antonio, TX 78209 |
|
21074xxxx0 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steward Partners |
17806 Interstate Highway Suite 300, San Antonio, TX 78257 |
|
72688xxxx8 |
a@s**************.com |
|
|
|
|
|
|
10541 |
19 |
10000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Symmetry Financial Solutions |
8000 I-10 STE 950A, San Antonio, TX 78230 |
|
21047xxxx0 |
pst@s*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kelly Kerr - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21080xxxx7 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gagni Asset Management, LLC |
9901 I-10 Suite 800, San Antonio, TX 78230 |
|
36156xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Frost Wealth Advisors |
111 W Houston St, San Antonio, TX 78205 |
|
21022xxxx1 |
a.-*************@f********.com |
|
|
|
|
|
|
154923 |
2373 |
158000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| San Antonio Corporate Headquarters |
9311 San Pedro Ave #600, San Antonio, TX 78216 |
|
21052xxxx1 |
aar**********@s***********.com |
2.7 |
7 |
|
|
|
|
1118 |
54 |
1300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Financial Advisors |
112 E Pecan St Suite 1500, San Antonio, TX 78205 |
|
21022xxxx0 |
acm***********@m************.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Reliance Wealth Management |
6827 Camp Bullis Rd #402, San Antonio, TX 78256 |
|
21025xxxx0 |
|
4.8 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Manuel H. von Schulenburg |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx0 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stone Oak Wealth Management, LLC |
19026 Ridgewood Pkwy suite 134, San Antonio, TX 78259 |
|
21033xxxx7 |
awi******@s*************.com |
5 |
5 |
|
|
|
|
167 |
|
181 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Victor Oelsen - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21080xxxx5 |
wms**********@r**.com |
|
|
|
|
|
|
11070 |
|
12377 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1900 Wealth |
1900 Broadway Suite 900, San Antonio, TX 78215 |
|
21073xxxx0 |
dro******@1*********.com |
5 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Brandon Berlanga |
100 NE Loop 410, Ste 1060, San Antonio, TX 78216 |
|
21072xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
87285 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Debra Wilkens |
112 E Pecan St Suite 2910, San Antonio, TX 78205 |
|
21066xxxx7 |
aar*********@p************.com |
|
|
|
|
|
|
64 |
20 |
102 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Adam McGee, CFP®|AAMS™ |
10350 Bandera Rd #301, San Antonio, TX 78250 |
|
21068xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
134 |
|
136 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pyramis Company Property Management |
8600 Wurzbach Rd #1201, San Antonio, TX 78240 |
|
21059xxxx7 |
a.a****@p*************.com |
4.3 |
125 |
|
|
|
|
|
|
1600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SWBC Investment Services |
9311 San Pedro Ave Ste 1040, San Antonio, TX 78216 |
|
86688xxxx5 |
aa@s***.com |
5 |
2 |
|
|
|
|
6266 |
1214 |
6200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Walter C Hayne |
1803 Broadway Suite 700, San Antonio, TX 78215 |
|
21080xxxx1 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Paccione CPA |
9901 IH10 W, # 800, San Antonio, TX 78230 |
|
21080xxxx0 |
inf*@p***********.com |
4.2 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Monarch Wealth Strategies |
6800 Park Ten Blvd Suite 139, San Antonio, TX 78213 |
|
21073xxxx8 |
off***@m*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Janus Financial Planning, LLC |
2715 Oak Bluff, San Antonio, TX 78230 |
|
21050xxxx2 |
jxx******@j******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
17802 I-10, San Antonio, TX 78257 |
|
21027xxxx0 |
bro*********@m*.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J Garza & Co |
111 Soledad St # 1315, San Antonio, TX 78205 |
|
21082xxxx5 |
jga***@j***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rockefeller Capital Management |
17806 I-10 Suite 210, San Antonio, TX 78257 |
|
21089xxxx0 |
abc****@r*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Financial Advisors |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21027xxxx0 |
acc**********@m************.com |
4.6 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Johnni L Bradley |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx7 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sarah Armand Ramirez, President & Founder - Armand Financial & Insurance Solutions LLC |
8000 I-10 Suite 800, San Antonio, TX 78230 |
|
28193xxxx0 |
joh*@a**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alison Simplify The Chaos Of Wealth |
4081 De Zavala Rd # 2, Shavano Park, TX 78249 |
|
80069xxxx5 |
ali***@s****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Command Financial Advisor - Eric Young |
6243 I-10 Suite #250, San Antonio, TX 78201 |
|
21073xxxx3 |
abe***@f***********.com |
|
|
|
|
|
|
7356 |
212 |
7600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| S. Harris Financial Group |
4456 Lockhill Selma Rd Suite 101, San Antonio, TX 78249 |
|
21054xxxx0 |
inf*@s***************.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Turnage Wealth Management |
8620 N New Braunfels Ave, San Antonio, TX 78217 |
|
21083xxxx1 |
cou*****@t************.com |
4 |
1 |
|
|
4.8 |
7 |
|
|
106 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gps Wealth Strategies |
14855 Blanco Rd Ste 106, San Antonio, TX 78216 |
|
21023xxxx0 |
578*****@m************.com |
5 |
3 |
|
|
|
|
194 |
6 |
195 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Imperium Wealth Management |
112 E Pecan St Ste 2910, San Antonio, TX 78205 |
|
21033xxxx3 |
cho****@i*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alamo Advisors LP |
4114 Pond Hill Rd, Shavano Park, TX 78231 |
|
21040xxxx1 |
con****@a************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Glass Wealth Management Company |
1250 NE Loop 410 Ste 333, San Antonio, TX 78209 |
|
21093xxxx1 |
gla******@g*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Luther King Capital Management |
5121 Broadway, San Antonio, TX 78209 |
|
21073xxxx6 |
ah@l***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Belle Watson - Associate Financial Advisor, Ameriprise Financial Services, LLC |
8000 I-10 Ste 100, San Antonio, TX 78230 |
|
63177xxxx5 |
bel********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hottell Wealth Management - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 300, San Antonio, TX 78216 |
|
21080xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Janette Guthrie Prichard - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 300, San Antonio, TX 78216 |
|
21080xxxx6 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Conservant Financial |
434 N Loop 1604 W, San Antonio, TX 78232 |
|
88855xxxx0 |
bar**************@w*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Long Life Financial - San Antonio |
12015 San Pedro Ave Ste 100, San Antonio, TX 78216 |
|
21038xxxx0 |
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Aspect Wealth Management Group |
9311 San Pedro Ave # 750, San Antonio, TX 78216 |
|
21026xxxx0 |
csa*****@a***********.com |
3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Double Pendulum Wealth Management Group - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21027xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Associated Asset Management (AAM, LLC) |
16414 San Pedro Ave Suite 240, San Antonio, TX 78232 |
|
21034xxxx1 |
aa@a**************.com |
4.1 |
79 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TPB Wealth Advisors |
1900 Northwest Loop 410 Suite 250, San Antonio, TX 78213 |
|
21042xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Go Time Realty - Real Estate Sales, Investing, & Property Management |
110 E Houston St 7th Floor #126, San Antonio, TX 78205 |
|
21033xxxx3 |
eug***@g***********.com |
|
|
|
|
|
|
300 |
26 |
322 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cypress Wealth Advisors LLC |
4358 Lockhill Selma Rd Bldg 3, Ste 310, Shavano Park, TX 78249 |
|
21078xxxx0 |
e7c*************************************@w*****************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Watch Partners, Inc. |
401 E Sonterra Blvd Suite 262, San Antonio, TX 78258 |
|
80027xxxx4 |
inf*@w******************.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Padilla Wealth Management |
9901 IH-10W Ste 800, San Antonio, TX 78230 |
|
21022xxxx0 |
bpe***@p**********************.com |
|
|
|
|
4.3 |
16 |
208 |
3 |
223 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Life Advisors |
14607 San Pedro Ave #190, San Antonio, TX 78232 |
|
21091xxxx8 |
|
3.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pasadera Capital |
115 W El Prado Dr, San Antonio, TX 78212 |
|
21080xxxx0 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
583137 |
|
46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CORDA Investment Management, LLC |
18756 Stone Oak Pkwy STE. 200, San Antonio, TX 78258 |
|
85543xxxx5 |
aar**@c**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Texas Retirement Headquarters |
401 Isom Rd STE 205, San Antonio, TX 78216 |
|
21049xxxx7 |
lau***@t*********.com |
4.4 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Southwestern Investment Group |
14855 Blanco Rd Suite 203, San Antonio, TX 78216 |
|
|
|
5 |
1 |
|
|
|
|
480 |
96 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor WILLIAM FERNANDEZ |
17802 I-10, San Antonio, TX 78257 |
|
21027xxxx2 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Russell Samples |
112 E Pecan St Suite 2910, San Antonio, TX 78205 |
|
21066xxxx8 |
aar*********@p************.com |
|
|
|
|
|
|
64 |
20 |
102 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Renaissance Wealth Management Group of Texas |
18911 Hardy Oak Blvd STE 201, San Antonio, TX 78258 |
|
21058xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Conservant Capital of Conservant Financial |
434 N Loop 1604 W #2203, San Antonio, TX 78232 |
|
21059xxxx0 |
con******************@c*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Duy Le | Legends Financial Center - Financial Professional (San Antonio, Austin, Houston, Dallas, Corpus Christi) |
18410 U.S. Hwy 281 N Ste. 109, San Antonio, TX 78258 |
|
20966xxxx6 |
con****************@t***********.com |
4.9 |
8 |
|
|
|
|
82298 |
2050 |
86000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Keith R Conklin |
17802 I-10, San Antonio, TX 78257 |
|
21027xxxx5 |
ale************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Elizabeth A Olney |
1846 N Loop 1604 W Ste 106, San Antonio, TX 78248 |
|
21085xxxx0 |
a.j*********@e**********.com |
|
|
|
|
|
|
87314 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual - San Antonio |
17802 I-10 UNIT 114, San Antonio, TX 78257 |
|
21061xxxx0 |
ark**************@n*.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WhiteStone Wealth Management Services |
1100 NE Interstate 410 Loop #300, San Antonio, TX 78209 |
|
21034xxxx5 |
cmc*******@w***********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Von Dohlen Knuffke Financial |
45 NE Interstate 410 Loop, San Antonio, TX 78216 |
|
21034xxxx1 |
adm**@t*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alamo Insurance and Wealth Management |
2101 Lockhill Selma Rd, San Antonio, TX 78213 |
|
21056xxxx0 |
c18*****************************@s*****.wixpress |
5 |
1 |
|
|
|
|
|
|
258 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James - S. Harris Financial Group |
4456 Lockhill Selma Rd Suite 101, San Antonio, TX 78249 |
|
21054xxxx0 |
inf*@s***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stone Oak Wealth Management, LLC. |
19026 RIDGEWOOD Pkwy Ste 134, San Antonio, TX 78259 |
|
21033xxxx7 |
awi******@s*************.com |
5 |
5 |
|
|
|
|
167 |
|
181 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| NFA Wealth Management. |
901 NE Interstate 410 Loop # 100, San Antonio, TX 78209 |
|
21073xxxx0 |
adm**@t***.net |
5 |
1 |
|
|
4.8 |
22 |
509 |
4 |
539 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Strategies |
One Union Square, 10101 Reunion Pl Suite 300, San Antonio, TX 78216 |
|
21034xxxx1 |
ana***********@c*****.com |
5 |
1 |
|
|
5 |
34 |
1154 |
12 |
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sendero Wealth Management |
250 W Nottingham Dr #300, San Antonio, TX 78209 |
|
21080xxxx1 |
abu******@s******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Frank Xavier Joyce: Primerica - Financial Services |
11550 I-10 # 250, San Antonio, TX 78230 |
|
21073xxxx4 |
agu*******@y****.com |
5 |
2 |
|
|
|
|
149305 |
3762 |
161000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SENSUS Wealth Management Group LLC |
8000 I-10 Suite 1500, San Antonio, TX 78230 |
|
21073xxxx0 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Quint-Essential Tax and Financial Professionals |
5825 Callaghan Rd #100, San Antonio, TX 78228 |
|
21052xxxx4 |
dav**@d*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Marcus & Millichap |
8200, 603 I-10 W, Suite, San Antonio, TX 78230 |
|
21034xxxx0 |
aar*********@m**************.com |
|
|
|
|
|
|
4547 |
37 |
5300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Terra Stone Wealth Management |
19419 Terra Stone, San Antonio, TX 78255 |
|
21021xxxx0 |
joh*@t***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Partners Wealth Management |
4079 De Zavala Rd, San Antonio, TX 78249 |
|
21052xxxx9 |
iha*****@p*************.net |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Secure Financial Management |
4630 De Zavala Rd, San Antonio, TX 78249 |
|
21042xxxx0 |
kxx@s**********.com |
5 |
4 |
|
|
4.7 |
44 |
1042 |
47 |
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DJE Texas Management Group |
115 Camaron St, San Antonio, TX 78205 |
|
21051xxxx5 |
adm**@d*******.com |
3.9 |
65 |
|
|
|
|
830 |
|
939 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Michael D Whitehurst |
1803 Broadway Suite 700, San Antonio, TX 78215 |
|
21080xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John Friesen - RBC Wealth Management Branch Director |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21080xxxx8 |
bon************@r**.com |
|
|
|
|
|
|
|
|
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Genesis Wealth Management, LLC |
18756 Stone Oak Pkwy STE. 200, San Antonio, TX 78258 |
|
21099xxxx8 |
|
4.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Texas Partners Bank |
1900 Northwest Loop 410, San Antonio, TX 78213 |
|
21080xxxx0 |
bla**@t************.bank |
3.4 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wela Financial Advisory |
366 W Sunset Rd Building 4, San Antonio, TX 78209 |
|
21053xxxx9 |
and***@b***********.com |
5 |
32 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Command |
1919 Oakwell Farms Pkwy Suite 200, San Antonio, TX 78218 |
|
21082xxxx4 |
abe***@f***********.com |
4.3 |
3 |
|
|
|
|
7365 |
212 |
7600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MDP Management |
6800 Park Ten Blvd, San Antonio, TX 78213 |
|
21022xxxx8 |
ali*********@m*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Honey Bear Asset Management, LLC |
20602 Tree Meadow, San Antonio, TX 78258 |
|
72623xxxx4 |
con****@h******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John McPhillips - Raymond James |
401 E Sonterra Blvd Ste 100, San Antonio, TX 78258 |
|
21040xxxx7 |
aar************@r***********.com |
5 |
2 |
|
|
|
|
143 |
|
164 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Outlier Patent Attorneys, PLLC |
110 E Houston St, San Antonio, TX 78205 |
|
21036xxxx3 |
sam**@o********.com |
4.9 |
47 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Perspective Wealth Partners of Raymond James |
745 East Mulberry Avenue, Suite 210, San Antonio, TX 78212 |
|
21078xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cetera Investors |
900 Isom Rd #220, San Antonio, TX 78216 |
|
21048xxxx0 |
a.h*******@c*****.com |
4.4 |
7 |
|
|
|
|
1902 |
106 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JDK Wealth Advisors |
9830 Colonnade Blvd Suite 290, San Antonio, TX 78230 |
|
21075xxxx0 |
bra*@j********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Michael A Bertuzzi |
17802 I-10, San Antonio, TX 78257 |
|
21027xxxx4 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Comerica Bank |
100 N Santa Rosa St #110, San Antonio, TX 78207 |
|
21022xxxx6 |
aay****@c*******.com |
4 |
13 |
|
|
|
|
13188 |
1075 |
14000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
9311 San Pedro Ave Suite 1200, San Antonio, TX 78216 |
|
21034xxxx1 |
ada*********@w*****************.com |
4.3 |
3 |
|
|
|
|
188275 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mariner |
227 N Loop 1604 E Suite, 150, San Antonio, TX 78232 |
|
46959xxxx4 |
aar********@m********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Asset Management |
112 E Pecan St Suite 2910, San Antonio, TX 78205 |
|
21066xxxx0 |
aar*********@p************.com |
|
|
|
|
|
|
64 |
20 |
102 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| I Financial |
1901 NW Military Hwy # 102, San Antonio, TX 78213 |
|
21034xxxx6 |
inf*@y***************.com |
|
|
|
|
|
|
131 |
76 |
133 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Complete View Financial |
|
|
21020xxxx6 |
|
5 |
5 |
|
|
|
|
96 |
|
105 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Christian E Pliego |
3512 Paesanos Pkwy Suite 205, San Antonio, TX 78231 |
|
21068xxxx9 |
a.j*********@e**********.com |
4.6 |
9 |
|
|
|
|
87442 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Phillip Friesen - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
93663xxxx4 |
rbc*********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Asset Management |
112 E Pecan St, San Antonio, TX 78205 |
|
21066xxxx0 |
aar*********@p************.com |
|
|
|
|
|
|
50 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kercheville Investment Advisors |
15750 W Interstate 10 10, San Antonio, TX 78249 |
|
21069xxxx0 |
cas*******@k**********.com |
4 |
26 |
|
|
|
|
162 |
|
167 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chris Reddick Financial Planning, LLC |
543 Tranquil Oak, San Antonio, TX 78260 |
|
21021xxxx0 |
cre*****@c*************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Greg Bowman - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
93663xxxx2 |
bon************@r**.com |
|
|
|
|
|
|
64 |
|
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Corey T. Cunningham |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx8 |
ale*********@m*.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Tiffany Mock Briggs |
17802 I-10 UNIT 201, San Antonio, TX 78257 |
|
21027xxxx3 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Edge Wealth Advisors of Raymond James |
10999 I-10 Suite 305, San Antonio, TX 78230 |
|
21089xxxx3 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Jonathan F Thrall, AAMS™ |
3602 Paesanos Pkwy Ste 110, San Antonio, TX 78231 |
|
21049xxxx7 |
acc**********@e**********.com |
|
|
|
|
|
|
87288 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Crossvault Capital Management |
7373 Broadway, San Antonio, TX 78209 |
|
21022xxxx9 |
csv****@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
San Antonio, TX |
|
21080xxxx7 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LLK Consulting LLC |
202 Prinz Dr, San Antonio, TX 78213 |
|
21057xxxx7 |
inf*@l**************.com |
5 |
18 |
|
|
4.4 |
7 |
339 |
64 |
394 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alamo Insurance and Wealth Management |
2101 Lockhill Selma Rd Ste 2107, San Antonio, TX 78213 |
|
21056xxxx0 |
1rc***********************@d*************.com |
|
|
|
|
4.6 |
11 |
94 |
7 |
93 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jacob A. Warren - Financial Planning HQ |
8122 Datapoint Dr #804, San Antonio, TX 78229 |
|
21074xxxx7 |
|
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Exencial Wealth Advisors |
7373 Broadway Suite 400, San Antonio, TX 78209 |
|
21073xxxx8 |
abe****@e*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| EnergyFunders |
716 S Frio St, San Antonio, TX 78207 |
|
71330xxxx6 |
aqu***@h****.com |
5 |
20 |
|
|
4.8 |
63 |
12933 |
4 |
12000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Corient |
112 E Pecan St #525, San Antonio, TX 78205 |
|
80029xxxx8 |
bry**********@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Foresight Asset Management |
7334 Blanco Rd Suite 100, San Antonio, TX 78216 |
|
21088xxxx4 |
ala************@f**************.com |
4.4 |
27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AC Financial Investments & Wealth Management |
242 W Sunset Rd Ste 101, San Antonio, TX 78209 |
|
21023xxxx6 |
alb***@a****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tramontano Wealth Partners |
17806 I-10 Suite 210, San Antonio, TX 78257 |
|
21089xxxx7 |
abc****@r*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kingman Financial Group |
3512 Paesanos Pkwy #303, San Antonio, TX 78231 |
|
21074xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LLG Financial Group - Ameriprise Financial Services, LLC |
10001 Reunion Pl Ste 422, San Antonio, TX 78216 |
|
21024xxxx8 |
bra********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch - San Antonio |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21080xxxx0 |
rbc*********@r**.com |
5 |
2 |
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PlanWell Private Wealth Services |
14607 San Pedro Ave #290, San Antonio, TX 78232 |
|
21071xxxx0 |
con******@p**********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Money Managers Inc |
15303 Huebner Rd Bldg. 10, San Antonio, TX 78231 |
|
21034xxxx4 |
che*****@m*****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LendNation |
2908 West Ave Ste 1, San Antonio, TX 78201 |
|
21034xxxx1 |
cla****@l*********.com |
5 |
104 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Ryland Stewart Bryant |
17802 I-10 UNIT 201, San Antonio, TX 78257 |
|
21027xxxx4 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx2 |
ale*********@m*.com |
4.1 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clipper Wealth Management, LLC |
16170 Jones Maltsberger Rd #102, San Antonio, TX 78247 |
|
21049xxxx9 |
amy*********@l**.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RealManage - San Antonio |
613 Northwest Loop 410 Suite 510, San Antonio, TX 78216 |
|
86647xxxx3 |
bra**************@r*********.com |
4.1 |
251 |
|
|
|
|
1603 |
|
1700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PAX Financial Group, LLC |
270 N Loop 1604 E STE. 200, San Antonio, TX 78232 |
|
21088xxxx0 |
dxx*****@p****************.com |
4.5 |
15 |
|
|
|
|
1168 |
|
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Terry W Howard - Financial Advisor, Ameriprise Financial Services, LLC |
8000 I-10 Ste 100, San Antonio, TX 78230 |
|
21054xxxx6 |
aus*********@a***.com |
|
|
|
|
|
|
244 |
6 |
239 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Greenwing Wealth Management |
14751 Old Bandera Rd #1101, Helotes, TX 78023 |
|
21020xxxx1 |
aus***@g**************.com |
5 |
2 |
|
|
|
|
271 |
4 |
319 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Money Concepts |
85 NE Interstate 410 Loop, San Antonio, TX 78216 |
|
21073xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Martin Lawyer Daniels |
17806 I-10 Suite 210, San Antonio, TX 78257 |
|
21089xxxx5 |
abc****@r*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1900 Wealth |
1777 NE Loop 410, San Antonio, TX 78217 |
|
21073xxxx0 |
dro******@1*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Magister Wealth |
San Antonio, TX |
|
21025xxxx3 |
con****@m*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Arrow Wealth Advisors |
400 N Loop 1604 E #280, San Antonio, TX 78232 |
|
21054xxxx7 |
dan@a******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Ruth Torres |
17802 I-10, San Antonio, TX 78257 |
|
21027xxxx8 |
bro*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Strategies of MassMutual |
2915 W Bitters Rd #312, San Antonio, TX 78248 |
|
21033xxxx3 |
a.h****@c*****.com |
|
|
|
|
5 |
39 |
1156 |
12 |
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| VitalStone Financial |
3009 Napier Pk Ste 101, San Antonio, TX 78231 |
|
21078xxxx5 |
hel**@v******************.com |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Frost Brokerage Services, Inc |
111 W Houston St, San Antonio, TX 78205 |
|
21022xxxx0 |
a.-*************@f********.com |
|
|
|
|
|
|
154925 |
2360 |
158000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Steubing - Thrivent |
13300 Old Blanco Rd, San Antonio, TX 78216 |
|
21074xxxx0 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CAPTRUST |
700 N St Mary's St #100, San Antonio, TX 78205 |
|
21082xxxx6 |
aar*********@c*******.com |
5 |
1 |
|
|
|
|
445 |
62 |
569 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TLWM Financial |
40 NE Interstate 410 Loop # 644, San Antonio, TX 78216 |
|
21054xxxx0 |
bri**@t************.com |
3.7 |
3 |
|
|
|
|
707 |
|
750 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| South Texas Wealth |
8000 I-10 #920, San Antonio, TX 78230 |
|
21096xxxx9 |
inf*@s***************.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| William Hrynyshyn, CFP, CRPC - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 300, San Antonio, TX 78216 |
|
21080xxxx4 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Public Financial Management |
111 Soledad St # 358, San Antonio, TX 78205 |
|
21039xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| C.L. Sheldon & Company, LLC |
9901 I-10 Suite 800, San Antonio, TX 78230 |
|
21096xxxx9 |
cur*@c********.com |
|
|
|
|
|
|
|
|
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Shield Financial Group |
13750 San Pedro Ave Ste 520, San Antonio, TX 78232 |
|
21027xxxx7 |
bri****@s*******************.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Weaver & Associates |
10338 Mt Michelle St, San Antonio, TX 78213 |
|
21034xxxx1 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial |
7800 I-10 #622, San Antonio, TX 78230 |
|
21040xxxx8 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Platinum Wealth Solutions of Texas, LLC |
3522 Paesanos Pkwy Ste 100, San Antonio, TX 78231 |
|
21099xxxx0 |
eva*****@p********.com |
5 |
1 |
|
|
|
|
200 |
42 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Hogan Eller Group |
4630 N Loop 1604 W Suite 301, San Antonio, TX 78249 |
|
21098xxxx1 |
a@s**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trajan Wealth |
401 E Sonterra Blvd Suite 375, San Antonio, TX 78258 |
|
80083xxxx9 |
abi****@t***********.com |
|
|
|
|
4.6 |
53 |
1757 |
13 |
1800 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Snowden Lane Partners |
4630 N Loop 1604 W Suite 301, San Antonio, TX 78249 |
|
|
a@s**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Client Centric Wealth Management |
19230 Stone Oak Pkwy #315, San Antonio, TX 78258 |
|
21080xxxx9 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Matterhorn Capital Management, LLC |
3512 Paesanos Pkwy, San Antonio, TX 78231 |
|
21069xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission Advisors |
Weston Centre, 112 E E Pecan St #1425, San Antonio, TX 78205 |
|
21032xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Doug Stone - Financial Advisor, Ameriprise Financial Services, LLC |
8000 I-10 Ste 100, San Antonio, TX 78230 |
|
21088xxxx0 |
dou************@a***.com |
5 |
1 |
|
|
|
|
26 |
|
26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2023 Avior Wealth Management, LLC |
70 NE Loop 410, San Antonio, TX 78216 |
|
21082xxxx2 |
aav******@a****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
777 E Sonterra Blvd Suite 175, San Antonio, TX 78258 |
|
21040xxxx0 |
a-w***************@w*****************.com |
5 |
2 |
|
|
|
|
188292 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Seasons Wealth, LLC |
11503 NW Military Hwy # 301, San Antonio, TX 78231 |
|
21095xxxx7 |
kri*@s********.com |
5 |
1 |
|
|
|
|
246 |
|
263 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor Shawn P Gosdin |
1803 Broadway St, San Antonio, TX 78215 |
|
21080xxxx2 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Davidson Capital Management Inc. |
8000, 970 I-10 W Suite, San Antonio, TX 78230 |
|
21041xxxx9 |
dav*****@d**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Asset Resolution Partners |
8531 N New Braunfels Ave #101, San Antonio, TX 78217 |
|
21047xxxx5 |
hol**@a*****.com |
4.9 |
90 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| FORVIS, LLP |
8200 I-10 Suite 900, San Antonio, TX 78230 |
|
21034xxxx0 |
ema**@f*****.com |
|
|
|
|
|
|
4369 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BDO |
10999 I-10 Suite 255, San Antonio, TX 78230 |
|
21034xxxx0 |
aab*******@b**.com |
|
|
|
|
|
|
7868 |
|
8200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brian Callahan - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21080xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| My Education Solutions |
2700 Lockhill Selma Rd, San Antonio, TX 78230 |
|
21081xxxx0 |
ada***@m*************.com |
4.8 |
504 |
|
|
|
|
3069 |
134 |
3000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Retire With Jim Hanna Wealth Advisors |
2634 Kerrybrook Ct, San Antonio, TX 78230 |
|
21064xxxx0 |
inf*@h******************.com |
5 |
4 |
|
|
|
|
188 |
6 |
195 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Individual Funded Retirement |
8026 Vantage Dr #103, San Antonio, TX 78230 |
|
21068xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cantera Capital Partners of Raymond James |
401 E Sonterra Blvd Ste 100, San Antonio, TX 78258 |
|
83033xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
17473 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vannoy Advisory Group, Inc. |
700 N St Mary's St #1400, San Antonio, TX 78205 |
|
21058xxxx3 |
jus***@v******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Christian L Rivera |
5148-B Broadway, San Antonio, TX 78209 |
|
21063xxxx9 |
a.j*********@e**********.com |
|
|
|
|
|
|
87314 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Concierge Wealth Consulting Group - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 300, San Antonio, TX 78216 |
|
21080xxxx3 |
ade********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LibertyCrown Financial Planning |
4242 Woodcock Dr Amistad Bld #160, San Antonio, TX 78228 |
|
21076xxxx0 |
inf*@l**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scott Bolton - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
83089xxxx8 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bank of San Antonio Wealth Advisors |
1900 Northwest Loop 410, Castle Hills, TX 78213 |
|
21042xxxx0 |
d_b****@t************************.com |
3 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bryan Scott, CFP - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 300, San Antonio, TX 78216 |
|
21080xxxx9 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Freedom Wealth - Rene P Soliz III, Wealth Advisor |
16797 San Pedro Ave, San Antonio, TX 78232 |
|
21037xxxx6 |
inf*@f***************.com |
5 |
16 |
|
|
|
|
|
|
132 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Skillrud & Associates - Ameriprise Financial Services, LLC |
8000 I-10 Ste 100, San Antonio, TX 78230 |
|
21088xxxx0 |
dev*******@a***.com |
5 |
1 |
|
|
|
|
|
|
55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management Advisor Walter C Hayne |
1803 Broadway St, San Antonio, Tx 78215 |
|
21080xxxx7 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Luis A Testas |
1803 Broadway St, San Antonio, TX 78215 |
|
21080xxxx6 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mark Stuckless, CFA - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 400, San Antonio, TX 78216 |
|
21080xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UBS International Division, San Antonio, TX - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 400, San Antonio, TX 78216 |
|
87781xxxx0 |
ade*********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Genesis Wealth Management |
19707 W Interstate 10 Frontage Rd Suite 108, San Antonio, TX 78257 |
|
21068xxxx0 |
bob*****@g**************.com |
|
|
|
|
|
|
631 |
|
647 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Wealth Advisors |
500 N Loop 1604 E # 250, San Antonio, TX 78232 |
|
21036xxxx7 |
abu@g*********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Broadway Bank Wealth Management Division |
1177 NE Loop 410, San Antonio, TX 78209 |
|
21028xxxx0 |
aba******@b*******.bank |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kenneth Lee Watson - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
83089xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Best Invest |
16118 Via Shavano ste 100, San Antonio, TX 78249 |
|
21088xxxx0 |
cva*****@r***************.com |
4.7 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Empower Wealth Advisors |
4358 Lockhill Selma Rd bldg 1 suite 100, Shavano Park, TX 78249 |
|
21036xxxx7 |
inf*@g*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Josh Zeleskey - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
93663xxxx5 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Market Raiders, LLC. |
110 E Houston St, San Antonio, TX 78205 |
|
21054xxxx7 |
glo****************@g****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| NR CAPITAL MANAGEMENT |
9901 I-10 Ste 800, San Antonio, TX 78230 |
|
21055xxxx1 |
inf*@n******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steven M. Ogle - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21021xxxx1 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bank of America (with Drive-thru ATM) |
5403 De Zavala Rd, San Antonio, TX 78249 |
|
21056xxxx0 |
adi***@m*.com |
2.6 |
123 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Avid Wealth Partners |
17806 I-10 UNIT 106, San Antonio, TX 78257 |
|
21086xxxx3 |
ali***@a*****.com |
3 |
2 |
|
|
|
|
|
|
358 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Peter Mathew Tijerina: Primerica - Financial Services |
14855 Blanco Rd ste# 460, San Antonio, TX 78216 |
|
21030xxxx9 |
agu*******@y****.com |
5 |
5 |
|
|
|
|
149305 |
3762 |
161000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Rene Farret |
17802 I-10, San Antonio, TX 78257 |
|
21027xxxx6 |
ale*********@m*.com |
4.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Ricardo Guerrero |
17802 I-10, San Antonio, TX 78257 |
|
21027xxxx7 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission Tax & Financial Services |
1931 NW Military Hwy Suite 234, San Antonio, TX 78213 |
|
21036xxxx9 |
inf*@m******************.com |
5 |
24 |
|
|
|
|
133 |
9 |
134 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mesquite Wealth Management Group - Ameriprise Financial Services, LLC |
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 |
|
21058xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DHRM | DH Realty Management |
801 N St Mary's St, San Antonio, TX 78205 |
|
21022xxxx4 |
can***@d***.us |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mesquite Wealth San Antonio - Ameirprise Financial |
1314 E Sonterra Blvd #401, San Antonio, TX 78258 |
|
21058xxxx1 |
mes***********@a***.com |
|
|
|
|
|
|
1468 |
1 |
1500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Torres Financial Services, Inc. |
14603 Huebner Rd building 23, San Antonio, TX 78230 |
|
21034xxxx0 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Asset Essentials LLC |
103 W Ashby Pl, San Antonio, TX 78212 |
|
21097xxxx4 |
ali***@a**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Money Management International |
Office, 9901 McDermott Fwy, 8055 I-10 Suite 800, San Antonio, TX 78230 |
|
21047xxxx0 |
ada********@m**************.org |
5 |
8 |
|
|
|
|
26912 |
4 |
26000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kehlet Capital Management, LLC |
17806 IH 10 W, Suite 300, San Antonio, TX 78257 |
|
83043xxxx8 |
020*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mariner Wealth Advisors |
227 N Loop 1604 E Ste 150, San Antonio, TX 78232 |
|
46959xxxx4 |
aar********@m********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pontem Financial |
13750 San Pedro Ave Ste 110, San Antonio, TX 78232 |
|
21062xxxx5 |
bet**@p**************.com |
5 |
2 |
|
|
|
|
360 |
12 |
375 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Howard M Skillrud - Private Wealth Advisor, Ameriprise Financial Services, LLC |
8000 I-10 Ste 1513, San Antonio, TX 78230 |
|
21052xxxx3 |
dev*******@a***.com |
|
|
|
|
|
|
|
|
55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dempsey Wealth Management |
6307 Sevilla Way, San Antonio, TX 78257 |
|
21050xxxx0 |
pat****@d**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mark Muecke Capital Management |
404 E Ramsey Rd Ste 108, San Antonio, TX 78216 |
|
21066xxxx1 |
mar*@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TIAA Financial Services |
17806 I-10 Suite 300, San Antonio, TX 78257 |
|
86684xxxx2 |
acc**********@t***.org |
|
|
|
|
|
|
90969 |
524 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Independent Wealth Consultants |
13333 Blanco Rd Suite 116, San Antonio, TX 78216 |
|
21071xxxx0 |
alb*********@i******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor David Villarreal |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx2 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Evergreen Wealth Advisors |
300 E Sonterra Blvd, San Antonio, TX 78258 |
|
28135xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Thomas A Immenschuh |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx1 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Richard Mendoza - Raymond James |
14100 San Pedro Ave Ste 415, San Antonio, TX 78232 |
|
21049xxxx8 |
aar************@r***********.com |
|
|
|
|
|
|
17473 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PNC Private Bank |
112 E Pecan St, San Antonio, TX 78205 |
|
21037xxxx1 |
aar******@p**.com |
3.5 |
2 |
|
|
|
|
351777 |
9141 |
354000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Camille K Holland |
18618 Tuscany Stone Suite 150, San Antonio, TX 78258 |
|
21049xxxx5 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
112 |
|
109 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TRU Asset Management |
15510 Vance Jackson Rd, San Antonio, TX 78249 |
|
21030xxxx1 |
inf*@b******************.com |
4.3 |
188 |
|
|
|
|
|
22 |
1400 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Command |
205 S Frank Luke Dr Suite 5, San Antonio, TX 78226 |
|
21046xxxx0 |
abe***@f***********.com |
5 |
2 |
|
|
|
|
7356 |
212 |
7600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
1435 N Loop 1604 W Suite 101, San Antonio, TX 78232 |
|
21083xxxx0 |
des*****************@s*****.com |
|
|
|
|
|
|
646310 |
188 |
659000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Summit Group |
342 W Woodlawn Ave #200, San Antonio, TX 78212 |
|
21029xxxx3 |
ale@t*********************.com |
|
|
|
|
|
|
|
|
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Titleist Asset Management, LLC |
777 E Sonterra Blvd #330, San Antonio, TX 78258 |
|
21082xxxx4 |
abr*****@t*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ryan Elkins CFP , Wealth Advisor/ Owner at Avior Wealth Management, LLC |
70 NE Interstate 410 Loop Suite 970, San Antonio, TX 78216 |
|
21082xxxx2 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Fernando Alvarez-Calderon |
17802 I-10, San Antonio, TX 78257 |
|
21027xxxx8 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Glass Wealth Management Co |
1250 NE Interstate 410 Loop # 333, San Antonio, TX 78209 |
|
21093xxxx1 |
gla******@g*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Avior Wealth Management, LLC |
70 NE Interstate 410 Loop Suite 970, San Antonio, TX 78216 |
|
21082xxxx2 |
aav******@a****.com |
|
|
|
|
|
|
148 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MKE Capital Mangement |
111 W Olmos Dr, San Antonio, TX 78212 |
|
21082xxxx3 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Texas Financial Advisory |
20650 Stone Oak Pkwy #100, San Antonio, TX 78258 |
|
21053xxxx2 |
ale*******@t*********************.com |
1 |
3 |
|
|
|
|
10 |
|
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kraus Capital Management LLC |
227 N Loop 1604 E Suite, 150, San Antonio, TX 78232 |
|
21022xxxx0 |
bri***@k***********.com |
|
|
|
|
|
|
221 |
4 |
225 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| HilltopSecurities |
70 NE Interstate 410 Loop Suite 750, San Antonio, TX 78216 |
|
21030xxxx0 |
aar**************@h****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| James Augustine |
17806 IH-10W Suite 210, San Antonio, TX 78257 |
|
|
abc****@r*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| StandPoint Wealth Management of Raymond James |
745 E Mulberry Ave Ste 210, San Antonio, TX 78212 |
|
21078xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Lilly K Jordan, CFP® |
4940 Broadway, Suite 340, Alamo Heights, TX 78209 |
|
21082xxxx1 |
abc*******@e**********.com |
5 |
1 |
|
|
|
|
87442 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wyble Graham Garcia Wealth Management |
14855 Blanco Rd, San Antonio, TX 78216 |
|
21056xxxx6 |
awy***@w********.com |
5 |
1 |
|
|
|
|
400 |
|
403 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kerr Wealth Management Group |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21080xxxx7 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Katrena Shipp - TIAA Wealth Management Advisor |
17806 I-10 Suite 300, San Antonio, TX 78257 |
|
21081xxxx9 |
acc**********@t***.org |
|
|
|
|
|
|
90969 |
524 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Frost Investment Advisors LLC |
Frost Bank Tower, 111 W Houston St 10th floor, San Antonio, TX 78205 |
|
21022xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Terra Stone Wealth Management, L.l.c. |
19419 Terra Stone, San Antonio, TX 78255 |
|
21021xxxx0 |
joh*@t***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| KMC Wealth Management |
5500 UTSA Boulevard, San Antonio, TX 78249 |
|
21083xxxx7 |
kev**@k********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones |
4223 McCullough Ave, Olmos Park, TX 78212 |
|
21082xxxx1 |
a.j*********@e**********.com |
|
|
|
|
|
|
87288 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Deborah Steubing - Thrivent |
13300 Old Blanco Rd Suite 290, San Antonio, TX 78216 |
|
21074xxxx0 |
abc*******@t*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Larsen Financial Management |
11314 Whisper Dawn St, San Antonio, TX 78230 |
|
21039xxxx2 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor F Michael Wood |
1803 Broadway St, San Antonio, TX 78215 |
|
21080xxxx1 |
dav************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
