S
$15.4M Total AUM
$15.4M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2010
- Office Locations
- 1
Office Locations
-- SAN Antonio TX
About South Texas Advisors FOR Retirees, LLC
South Texas Advisors FOR Retirees, LLC is a SAN Antonio-based RIA. The firm has been operating for 15 years. Managing $15.4M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$15.4M AVG AUM / ADVISOR
$395.5K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
D
DAVID ALAN BRIDGFORTH
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #804081
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,423,078 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,423,078 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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