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Displaying results 1 to 25 of 52

  • 1

    Sweetwater Financial Advisors, LLC

    San Antonio, TX (2.69 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000...

  • 2

    Living Water Capital Management, LLC

    San Antonio, TX (2.69 miles)

    Services offered: Money Management

    Portfolio requirement: $1,000,000

    We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 3

    McComsey Asset Management LLC

    San Antonio, TX (4.76 miles)

    Services offered: Money Management

    Portfolio requirement: $250,000

    Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, AZ & CA. Our NEW CLIENT minimum portfolio size = $250,000...

  • 4

    Living Water Capital Management, LLC

    Austin, TX (72.81 miles)

    Services offered: Money Management

    Portfolio requirement: $1,000,000

    We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $1,000,000...

  • 5

    Sweetwater Financial Advisors, LLC

    Austin, TX (73.69 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000...

  • 6

    McComsey Asset Management LLC

    Austin, TX (73.71 miles)

    Services offered: Money Management

    Portfolio requirement: $250,000

    Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, AZ & CA. Our NEW CLIENT minimum portfolio size = $250,000...

  • 7

    Blackhaw Wealth Management, LLC

    Austin, TX (73.71 miles)

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We are a Registered Investment Advisor providing financial advice and portfolio management services to private clients. We create and manage tailored investment solutions to meet the needs of our clients.

  • 8

    Bartlett Investment Advisors, Inc.

    P.O. Box 12616
    San Antonio, TX

  • 9

    South Texas Money Management, LTD.

    100 W. Olmos Dr. Ste 101
    San Antonio, TX

  • 10

    Arbor Wealth Management


    Destin, FL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    Come see us for a free consultation when you are in or near Destin, FL. We are a “Fee-Only” Registered Investment Advisory Firm We specialize in portfolio management for high net-worth clients and in retirement planning. Portfolio Min = $500,000.

  • 11

    Crossvault Capital Management LLC

    7373 Broadway
    San Antonio, TX

  • 12

    Glass Management Company

    1250 NE Loop 410
    San Antonio, TX

  • 13

    Netting & Pace, Incorporated

    7373 Broadway, Suite 400
    San Antonio, TX

  • 14

    Sawtelle Financial Management

    1250 NE Loop 410
    San Antonio, TX

  • 15

    Sendero Wealth Management, LLC

    7373 Broadway
    San Antonio, TX

  • 16

    The Mutual Fund Store

    555 East Basse Road
    San Antonio, TX

  • 17

    Paragon Wealth Strategies LLC


    San Antonio, TX

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $250,000

    We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000...

  • 18

    Strategic Financial Concepts, LLC

    6800 Park Ten Blvd.
    San Antonio, TX

  • 19

    Byrd Capital Market Advisers, Inc.


    San Antonio, TX

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $500,000

    We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We specialize in working with private individuals and families in the state of Texas. NEW CLIENT minimum portfolio size = $500,000...

  • 20

    Sunport Capital, LLC

    70 NE Loop 410
    San Antonio, TX

  • 21

    Zabriskie, Steven

    9218 Serene Creek Drive
    San Antonio, TX

  • 22

    Frishberg Jordan & Stewart Advisors

    13750 San Pedro Avenue
    San Antonio, TX

  • 23

    Matterhorn Capital Management, LLC

    16410 Blanco Road
    San Antonio, TX

  • 24

    Robinson & Wilkes, LTD.

    14800 San Pedro Ave., Suite 114
    San Antonio, TX

  • 25

    Al Hewitt

    7373 Broadway
    San Antonio, TX

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    **NAPFA Member** I have devoted myself specifically to providing comprehensive tax and financial planning services to firefighters. I serve firefighter clientele nationally...

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