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The Bank of San Antonio Wealth Advisors, LLC

The Bank of San Antonio Wealth Advisors, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Feb. 3, 2016
    • $123.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 169
      Accounts
    • $727.7K
      Estimated Average Account Balance

Services

Firm Services

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Gary Schweers
December 2014
Cynthia Ann Michael
November 2015
    There are no advisors from this firm to display at this time.

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    San Antonio Capital & Trust Company -- --
    The Bank of San Antonio -- --
    The Bank of San Antonio Insurance Group -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Gary Schweers Chief Compliance Officer And Senior Vice President July, 2013 less than 5%
      Amy Sondergeld Chief Financial Officer July, 2013 less than 5%
      Robert G Ownby President And Director September, 2013 less than 5%
      Charles J Gruber Chief Information Officer July, 2013 less than 5%
      James Bruce Bugg Director July, 2013 less than 5%
      Brent Given Ceo And Director July, 2013 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees