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TEXAS FINANCIAL ADVISORY

SAN ANTONIO, TX · CRD 306413 · IAPD ↗ · (210) 530-1292

$117.9MRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
0States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — TEXAS FINANCIAL ADVISORY added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.