This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-06-2018
- Office Locations
- 2
Office Locations
About Broadway Wealth Solutions
Broadway Wealth Solutions (San Antonio, TX) provides asset management and financial planning for retail and institutional clients, including portfolio construction and insurance/life insurance solutions. Investment approach centers on asset allocation with use of mutual funds and ETFs, with some focus on ESG/socially responsible strategies. Custody includes Charles Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KHRISTENE ANN CANO
Chief Compliance Officer, President
- CRD
- #5453720
- Ownership
- Less than 5%
Christian Ray Escamilla
Chief Executive Officer, Vice President
- CRD
- #4630892
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ERNESTO AGUILAR
--
- CRD
- #4936290
ROBIN JADE BADILLO
--
- CRD
- #5495531
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $273,808,492 | $230,285 |
| Non-Discretionary | $34,242,292 | $526,804 |
| Total | $308,050,784 | $245,655 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing