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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2006
- Office Locations
- 1
Office Locations
About Money Managers, Inc.
Money Managers Inc is an independent RIA in San Antonio focused on wealth management and retirement planning, with portfolio construction and risk management at the core. The team works with entrepreneurs/executives, multigenerational families, pre-retirees/retirees, and high-net-worth individuals, incorporating estate strategies and ongoing plan monitoring. Client assets are custodied at Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TERESA JENSEN WHITE
Chief Executive Officer
- CRD
- #1321876
- Ownership
- 75% or more
RANDALL JAMES REINAGEL
Chief Compliance Officer, President
- CRD
- #2665662
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CODY THOMAS HEFFRON
Financial Advisor
- CRD
- #6503082
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,345,199 | $199,070 |
| Non-Discretionary | $49,265,012 | $435,974 |
| Total | $146,610,211 | $243,539 |
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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 |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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