The Bank Of San Antonio Wealth Advisors LLC

The Bank Of San Antonio Wealth Advisors is a private equity company based in San Antonio, TX. They operate 1 private fund and have approximately $123.7 million in total assets under management (AUM). You can view more information on The Bank Of San Antonio Wealth Advisors including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for The Bank Of San Antonio Wealth Advisors

The Bank Of San Antonio Wealth Advisors, LLC
1900 Nw Loop 410
San Antonio, TX 78213
United States

Phone: 210-424-8710
Fax: 210-424-8810
Website: https://www.thebankofsawealthadvisors.com

Overview of The Bank Of San Antonio Wealth Advisors

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-70282

Org#: 150508

Legal Issues: No legal issues reported

Company Type: Private Equity

Pooled Investments: Up to 10 percent

Private Funds Managed(1): Sacm Biotech Ventures Llc

Ownership/Leadership of The Bank Of San Antonio Wealth Advisors

 

Amy Jean SondergeldChief Financial Officer
Charles John GruberChief Information Officer
Brent Russell GivenChief Executive Officer And Director
Regina GonzalesChief Compliance Officer
Kevin Mcclain HarrisChief Investment Officer/President
Managing Member

The Bank Of San Antonio Wealth Advisors Key Stats and Charts

Discretionary AUM: $102 million

The Bank Of San Antonio Wealth Advisors discretionary AUM

Rank: 825 out of 1975 private equity companies

Total AUM: $124 million

The Bank Of San Antonio Wealth Advisors total assets under management (AUM)

Rank: 834 out of 1975 private equity companies

# of Accounts: 216

The Bank Of San Antonio Wealth Advisors total client accounts

Rank: 64 out of 1975 private equity companies

Average Account Size: 572861.111111

The Bank Of San Antonio Wealth Advisors average account size

Rank: 890 out of 1975 private equity companies

# of Employees: 3

The Bank Of San Antonio Wealth Advisors has 3 employees

Rank: 868 out of 1975 private equity companies

# of Private Funds: 1

The Bank Of San Antonio Wealth Advisors operates 1 private Private Equity funds

Rank: 1437 out of 1975 private equity companies

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