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South Texas Money Management, Ltd.

Overview

Articles

Insights

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

Assets

Assets

Last updated on March 7, 2016
    • $2.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $968.8K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

29

name start date
Madelon Yanta Leone
February 2004
Sherry L Thiltgen
June 2013
Vicki E Love
March 2008
Michael Damien Johnston
April 2016
Christina T Kahn
April 2009

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Jeanie Wyatt Chief Executive Officer/Chief Investment Officer/Limited Partner October, 2000 50% to 75%
    John Lance Lahourcade Managing Director/Limited Partner April, 2011 10% to 25%
    James Robert Kee President/Chief Economist/Limited Partner April, 2011 5% to 10%
    Teri Michaelle Grubb Chief Operations Officer/Evp/ Limited Partner September, 2011 less than 5%
    Christina S Markell-Balleza Gen Counsel/Evp/Limited Partner September, 2011 less than 5%
    Spencer D Brown Chief Compliance Officer October, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets