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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 Sept. 22, 2016
    • $120.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 216
      Accounts
    • $558.9K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Gary Lane Schweers
December 2014
Cynthia Ann Michael
November 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    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
      Amy Jean Sondergeld Chief Financial Officer July, 2013 less than 5%
      Brent Russell Given Ceo And Director July, 2013 less than 5%
      Charles John Gruber Chief Information Officer July, 2013 less than 5%
      Regina Gonzales Chief Compliance Officer September, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees