San Antonio Trust Company, Lta is a large advisory firm based in San Antonio. It manages $138.43 million of regulatory assets for 318 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Texas.
San Antonio Trust Company, Lta provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of San Antonio Trust Company, Lta is $138.43 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay San Antonio Trust Company, Lta for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Bob Ownby has been acting as President since 1 Sep 2013. Gary Schweers joined the executive team most recently as the Chief Compliance Officer And Senior Vice President.
The principal office where San Antonio Trust Company, Lta performs its advisory services is located at 7373 Broadway, San Antonio, TX 78209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 210-233-6065 or by fax 210-893-0491. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.sacaptrust.com.