Active
FINANCIAL LIFE ADVISORS
Investment Advice|SAN ANTONIO, TX
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$345.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 292.5M |
| Non-Discretionary | 53.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 128502 |
| SEC Number | 801-111024 |
| Street Address | 14607 SAN PEDRO AVE. |
| Street Address 2 | SUITE 190 |
| Location | SAN ANTONIO, TX 78232 |
| Country | United States |
| Phone | 210-918-8998 |
| Fax | 210-579-6615 |
| Total Employees | 11 |
Client Count by Type (219 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 117 |
| Individuals (other than H… | 82 |
| Pension/Profit Sharing Pl… | 18 |
| Charitable Organizations | 1 |
| Corporations/Businesses | 1 |
Community Partners
CITY OF ALAMO HEIGHTS
CITY OF BALCONES HEIGHTS
CITY OF BULVERDE
CITY OF CASTLE HILLS
CITY OF CHINA GROVE
CITY OF CONVERSE
CITY OF ELMENDORF
CITY OF GREY FOREST
CITY OF HELOTES
CITY OF KIRBY
CITY OF LEON VALLEY
CITY OF LIVE OAK
CITY OF OLMOS PARK
CITY OF SAN ANTONIO
CITY OF SANDY OAKS
CITY OF SELMA
CITY OF SHAVANO PARK
CITY OF SOMERSET
CITY OF TERRELL HILLS
CITY OF UNIVERSAL CITY
CITY OF ALAMO HEIGHTS
CITY OF BALCONES HEIGHTS
CITY OF BULVERDE
CITY OF CASTLE HILLS
CITY OF CHINA GROVE
CITY OF CONVERSE
CITY OF ELMENDORF
CITY OF GREY FOREST
CITY OF HELOTES
CITY OF KIRBY
CITY OF LEON VALLEY
CITY OF LIVE OAK
CITY OF OLMOS PARK
CITY OF SAN ANTONIO
CITY OF SANDY OAKS
CITY OF SELMA
CITY OF SHAVANO PARK
CITY OF SOMERSET
CITY OF TERRELL HILLS
CITY OF UNIVERSAL CITY
CITY OF ALAMO HEIGHTS
CITY OF BALCONES HEIGHTS
CITY OF BULVERDE
CITY OF CASTLE HILLS
CITY OF CHINA GROVE
CITY OF CONVERSE
CITY OF ELMENDORF
CITY OF GREY FOREST
CITY OF HELOTES
CITY OF KIRBY
CITY OF LEON VALLEY
CITY OF LIVE OAK
CITY OF OLMOS PARK
CITY OF SAN ANTONIO
CITY OF SANDY OAKS
CITY OF SELMA
CITY OF SHAVANO PARK
CITY OF SOMERSET
CITY OF TERRELL HILLS
CITY OF UNIVERSAL CITY
Municipal Government
26 Active
26
Organizations
ALAMO AREA COUNCIL OF GOVERNMENTS
ALAMO AREA HOUSING FINANCE CORPORATION
ALAMO SOIL AND WATER CONSERVATION DISTRICT
BEXAR BIBLIOTECH
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 1
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 10
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 11
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 12
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 2
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 3
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 4
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 5
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 6
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 7
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 8
BEXAR COUNTY HOSPITAL DISTRICT
BEXAR COUNTY HOUSING AUTHORITY
BEXAR COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 10
BEXAR METRO 9-1-1 NETWORK DISTRICT
BULVERDE AREA RURAL LIBRARY DISTRICT
ALAMO AREA COUNCIL OF GOVERNMENTS
ALAMO AREA HOUSING FINANCE CORPORATION
ALAMO SOIL AND WATER CONSERVATION DISTRICT
BEXAR BIBLIOTECH
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 1
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 10
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 11
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 12
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 2
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 3
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 4
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 5
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 6
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 7
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 8
BEXAR COUNTY HOSPITAL DISTRICT
BEXAR COUNTY HOUSING AUTHORITY
BEXAR COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 10
BEXAR METRO 9-1-1 NETWORK DISTRICT
BULVERDE AREA RURAL LIBRARY DISTRICT
ALAMO AREA COUNCIL OF GOVERNMENTS
ALAMO AREA HOUSING FINANCE CORPORATION
ALAMO SOIL AND WATER CONSERVATION DISTRICT
BEXAR BIBLIOTECH
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 1
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 10
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 11
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 12
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 2
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 3
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 4
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 5
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 6
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 7
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 8
BEXAR COUNTY HOSPITAL DISTRICT
BEXAR COUNTY HOUSING AUTHORITY
BEXAR COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 10
BEXAR METRO 9-1-1 NETWORK DISTRICT
BULVERDE AREA RURAL LIBRARY DISTRICT
Special District
39 Active
39
Organizations
ALAMO COMM COLLEGE DISTRICT
ALAMO HEIGHTS IND SCH DIST 901
BRAINATION INC
EAST CENTRAL IND SCH DISTRICT 911
EDGEWOOD IND SCH DIST 905
FT SAM HOUSTON INDEPENDENT SCH DIST 914
HARLANDALE IND SCH DIST 904
JUDSON IND SCH DIST 916
LACKLAND IND SCH DIST 913
NISD ACCOUNTING DEPARTMENT
NORTH EAST IND SCH DIST 910
NORTHSIDE IND SCH DIST 915
POR VIDA INC
RANDOLPH FIELD IND SCHOOL DISTRICT 906
SAN ANTONIO IND SCH DIST 907
SOMERSET IND SCH DIST 909
SOUTH SAN ANTONIO IND SCH DISTRICT 908
SOUTHSIDE IND SCH DIST 917
SOUTHWEST INDEPENDENT SCH DIST
ALAMO COMM COLLEGE DISTRICT
ALAMO HEIGHTS IND SCH DIST 901
BRAINATION INC
EAST CENTRAL IND SCH DISTRICT 911
EDGEWOOD IND SCH DIST 905
FT SAM HOUSTON INDEPENDENT SCH DIST 914
HARLANDALE IND SCH DIST 904
JUDSON IND SCH DIST 916
LACKLAND IND SCH DIST 913
NISD ACCOUNTING DEPARTMENT
NORTH EAST IND SCH DIST 910
NORTHSIDE IND SCH DIST 915
POR VIDA INC
RANDOLPH FIELD IND SCHOOL DISTRICT 906
SAN ANTONIO IND SCH DIST 907
SOMERSET IND SCH DIST 909
SOUTH SAN ANTONIO IND SCH DISTRICT 908
SOUTHSIDE IND SCH DIST 917
SOUTHWEST INDEPENDENT SCH DIST
ALAMO COMM COLLEGE DISTRICT
ALAMO HEIGHTS IND SCH DIST 901
BRAINATION INC
EAST CENTRAL IND SCH DISTRICT 911
EDGEWOOD IND SCH DIST 905
FT SAM HOUSTON INDEPENDENT SCH DIST 914
HARLANDALE IND SCH DIST 904
JUDSON IND SCH DIST 916
LACKLAND IND SCH DIST 913
NISD ACCOUNTING DEPARTMENT
NORTH EAST IND SCH DIST 910
NORTHSIDE IND SCH DIST 915
POR VIDA INC
RANDOLPH FIELD IND SCHOOL DISTRICT 906
SAN ANTONIO IND SCH DIST 907
SOMERSET IND SCH DIST 909
SOUTH SAN ANTONIO IND SCH DISTRICT 908
SOUTHSIDE IND SCH DIST 917
SOUTHWEST INDEPENDENT SCH DIST
School District
19 Active
19
Organizations
04ARTS FOUNDATION
100 BLACK MEN OF SAN ANTONIO, INC.
10BITWORKS HACKERSPACE
114TH AVIATION COMPANY ASSOCIATION
13TH BOMB SQUADRON ASSOCIATION
141ST INFANTRY REGIMENT
1462008 PATIENT SPEAKERS
1465 FOUNDATION
14TH CAVALRY ASSOCIATION
1602 SOUTH STAPLES HOUSING INC
1718 SAN ANTONIO FOUNDING FAMILIES AND DESCENDANTS
19TH HOLE GOLF GROUP
1HOPE FOR KIDS INC
1LT TOM MARTIN MEMORIAL FOUNDATION INC
1MT CARES
1SOLUTIONBETTER
1ST NOTE MUSIC FOUNDATION INC
200 OBLATE INC
200 OBLATE MURRAY MANOR
210 DIAMONDS COMPANY
04ARTS FOUNDATION
100 BLACK MEN OF SAN ANTONIO, INC.
10BITWORKS HACKERSPACE
114TH AVIATION COMPANY ASSOCIATION
13TH BOMB SQUADRON ASSOCIATION
141ST INFANTRY REGIMENT
1462008 PATIENT SPEAKERS
1465 FOUNDATION
14TH CAVALRY ASSOCIATION
1602 SOUTH STAPLES HOUSING INC
1718 SAN ANTONIO FOUNDING FAMILIES AND DESCENDANTS
19TH HOLE GOLF GROUP
1HOPE FOR KIDS INC
1LT TOM MARTIN MEMORIAL FOUNDATION INC
1MT CARES
1SOLUTIONBETTER
1ST NOTE MUSIC FOUNDATION INC
200 OBLATE INC
200 OBLATE MURRAY MANOR
210 DIAMONDS COMPANY
04ARTS FOUNDATION
100 BLACK MEN OF SAN ANTONIO, INC.
10BITWORKS HACKERSPACE
114TH AVIATION COMPANY ASSOCIATION
13TH BOMB SQUADRON ASSOCIATION
141ST INFANTRY REGIMENT
1462008 PATIENT SPEAKERS
1465 FOUNDATION
14TH CAVALRY ASSOCIATION
1602 SOUTH STAPLES HOUSING INC
1718 SAN ANTONIO FOUNDING FAMILIES AND DESCENDANTS
19TH HOLE GOLF GROUP
1HOPE FOR KIDS INC
1LT TOM MARTIN MEMORIAL FOUNDATION INC
1MT CARES
1SOLUTIONBETTER
1ST NOTE MUSIC FOUNDATION INC
200 OBLATE INC
200 OBLATE MURRAY MANOR
210 DIAMONDS COMPANY
Nonprofit Organization
8233 Active
8233
Organizations
Community Partners134 organizations
CITY OF BALCONES HEIGHTS
Municipal Government·SAN ANTONIO
CITY OF BULVERDE
Municipal Government·BULVERDE
CITY OF CASTLE HILLS
Municipal Government·SAN ANTONIO
CITY OF CHINA GROVE
Municipal Government·SAN ANTONIO
CITY OF CONVERSE
Municipal Government·CONVERSE
CITY OF ELMENDORF
Municipal Government·ELMENDORF
CITY OF GREY FOREST
Municipal Government·HELOTES
CITY OF HELOTES
Municipal Government·HELOTES
CITY OF OLMOS PARK
Municipal Government·SAN ANTONIO
CITY OF SAN ANTONIO
Municipal Government·SAN ANTONIO
CITY OF SANDY OAKS
Municipal Government·ELMENDORF
CITY OF SELMA
Municipal Government·SELMA
CITY OF SHAVANO PARK
Municipal Government·SHAVANO PARK
CITY OF SOMERSET
Municipal Government·SOMERSET
CITY OF UNIVERSAL CITY
Municipal Government·UNIVERSAL CITY
TOWN OF HOLLYWOOD PARK
Municipal Government·HOLLYWOOD PARK
ALAMO AREA COUNCIL OF GOVERNMENTS
Special District·SAN ANTONIO
ALAMO SOIL AND WATER CONSERVATION DISTRICT
Special District·SAN ANTONIO
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 1
Special District·CONVERSE
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 11
Special District·SAN ANTONIO
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 2
Special District·SAN ANTONIO
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 4
Special District·SAN ANTONIO
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 5
Special District·ATASCOSA
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 6
Special District·SAN ANTONIO
BEXAR COUNTY EMERGENCY SERVICES DISTRICT 7
Special District·SAN ANTONIO
BEXAR COUNTY HOSPITAL DISTRICT
Special District·SAN ANTONIO
BEXAR COUNTY HOUSING AUTHORITY
Special District·SAN ANTONIO
BEXAR METRO 9-1-1 NETWORK DISTRICT
Special District·SAN ANTONIO
BULVERDE AREA RURAL LIBRARY DISTRICT
Special District·BULVERDE
CIBOLO CANYON CONSV AND IMPRV DIST. 1
Special District·SAN ANTONIO
EAST CENTRAL SUD
Special District·ADKINS
HERITAGE NURSING & REHABILITATION
Special District·SAN ANTONIO
METROPOLITAN PLANNING ORGANIZATION
Special District·SAN ANTONIO
PARKLANE WEST HEALTHCARE CENTER
Special District·SAN ANTONIO
SAN ANTONIO HOUSING TRUST PUBLIC FACILITY CORPORATION
Special District·SAN ANTONIO
SAN ANTONIO MUD 1
Special District·HELOTES
SAN ANTONIO WEST NURSING AND REHABILITATION
Special District·SAN ANTONIO
THE CENTER FOR HEALTH CARE SERVICES
Special District·SAN ANTONIO
THE HEIGHTS AT MEDICAL CENTER
Special District·SAN ANTONIO
TRINITY GLEN ROSE GCD
Special District·SAN ANTONIO
UVALDE COUNTY HOSPITAL AUTHORITY
Special District·SAN ANTONIO
VIA METROPOLITAN TRANSIT
Special District·SAN ANTONIO
BRAINATION INC
School District·SAN ANTONIO
NISD ACCOUNTING DEPARTMENT
School District·SAN ANTONIO
POR VIDA INC
School District·SAN ANTONIO
04ARTS FOUNDATION
Nonprofit Organization·SAN ANTONIO
100 BLACK MEN OF SAN ANTONIO, INC.
Nonprofit Organization·SAN ANTONIO
10BITWORKS HACKERSPACE
Nonprofit Organization·SAN ANTONIO
114TH AVIATION COMPANY ASSOCIATION
Nonprofit Organization·SAN ANTONIO
13TH BOMB SQUADRON ASSOCIATION
Nonprofit Organization·San Antonio
141ST INFANTRY REGIMENT
Nonprofit Organization·SAN ANTONIO
1462008 PATIENT SPEAKERS
Nonprofit Organization·San Antonio
1465 FOUNDATION
Nonprofit Organization·Converse
14TH CAVALRY ASSOCIATION
Nonprofit Organization·San Antonio
1602 SOUTH STAPLES HOUSING INC
Nonprofit Organization·SAN ANTONIO
1718 SAN ANTONIO FOUNDING FAMILIES AND DESCENDANTS
Nonprofit Organization·San Antonio
19TH HOLE GOLF GROUP
Nonprofit Organization·Universal City
1HOPE FOR KIDS INC
Nonprofit Organization·SAN ANTONIO
1LT TOM MARTIN MEMORIAL FOUNDATION INC
Nonprofit Organization·San Antonio
1MT CARES
Nonprofit Organization·San Antonio
1SOLUTIONBETTER
Nonprofit Organization·Converse
1ST NOTE MUSIC FOUNDATION INC
Nonprofit Organization·San Antonio
200 OBLATE INC
Nonprofit Organization·SAN ANTONIO
200 OBLATE MURRAY MANOR
Nonprofit Organization·SAN ANTONIO
210 DIAMONDS COMPANY
Nonprofit Organization·San Antonio
21ST ORGANIZATION-HUMANIDID SIN FRONTERAS
Nonprofit Organization·San Antonio
22 JUMPS
Nonprofit Organization·SAN ANTONIO
261 FEARLESS CLUB TEXAS HILL COUNTR
Nonprofit Organization·SAN ANTONIO
2DANCE2DREAM
Nonprofit Organization·San Antonio
2TEN DEVELOPMENT
Nonprofit Organization·Universal City
300 SECONDS
Nonprofit Organization·San Antonio
30 ARTICLES
Nonprofit Organization·San Antonio
3 5 7 FOOD PANTRY
Nonprofit Organization·SAN ANTONIO
360 MILITARY VETERANS PARTNERSHIP
Nonprofit Organization·SAN ANTONIO
360MVP FOUNDATION
Nonprofit Organization·SAN ANTONIO
3759 ST LUKE ASSEMBLY
Nonprofit Organization·SAN ANTONIO
3D BATTALION 11TH MARINES
Nonprofit Organization·SAN ANTONIO
3R GLOBAL OUTREACH INC
Nonprofit Organization·San Antonio
433RD AIRLIFT WING FIRST SERGEANTS COUNCIL
Nonprofit Organization·SAN ANTONIO
4423 COUNCIL
Nonprofit Organization·San Antonio
485TH TACTICAL MISSILE WING ALUMNI ASSOCATION
Nonprofit Organization·San Antonio
4BIGHEART
Nonprofit Organization·San Antonio
4DogSakes Rescue
Nonprofit Organization·San Antonio
4 GIVE-N-HEARTS
Nonprofit Organization·Converse
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Antonio
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Antonio
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Antonio
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·San Antonio
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Saint Hedwig
4WARDRIAN
Nonprofit Organization·helotes
50 PLUS CLUB
Nonprofit Organization·San Antonio
531 IS Spartan Booster Club
Nonprofit Organization·San Antonio
5G FAMILY FOUNDATION
Nonprofit Organization·HELOTES
688TH CYBERSPACE WING TOP III
Nonprofit Organization·San Antonio
6924th Heritage Association
Nonprofit Organization·San Antonio