AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.0 |
Non-Discretionary | $0.0 |
Total | $0.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.0 |
Institutional | $0.0 |
Total | $0.0 |
Retail | Accounts | AUM |
---|---|---|
Individual | 1,486 | $0.0 |
Average Individual AUM | $0 | |
HNW | 123 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 1,609 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
NOBLR RISK MANAGEMENT, LLC | $0.0 | - | |
NOBLR, INC. | $0.0 | - | |
NOBLR INSURANCE SERVICES, LLC | $0.0 | - | |
NOBLR RECIPROCAL EXCHANGE | $0.0 | - | |
USAA LIFE INSURANCE COMPANY | $0.0 | - | |
CATASTROPHE REINSURANCE COMPANY | $0.0 | - | |
USAA ANNUITY SERVICES CORPORATION | $0.0 | - | |
UNITED SERVICES AUTOMOBILE ASSOCIATION | $0.0 | - | |
USAA LIFE INSURANCE COMPANY OF NEW YORK | $0.0 | - | |
USAA SAVINGS BANK | $0.0 | - | |
USAA GENERAL INDEMNITY COMPANY | $0.0 | - | |
GARRISON PROPERTY AND CASUALTY INSURANCE COMPANY | $0.0 | - | |
USAA CAPITAL CORPORATION | $0.0 | - | |
USAA COUNTY MUTUAL INSURANCE | $0.0 | - | |
USAA FEDERAL SAVINGS BANK | $0.0 | - | |
ENTERPRISE INDEMNITY CAPTIVE INSURANCE COMPANY, INC. | $0.0 | - | |
USAA INSURANCE AGENCY, INC. | $0.0 | - | |
USAA LIFE GENERAL AGENCY, INC. | $0.0 | - | |
USAA CASUALTY INSURANCE COMPANY | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
13 active
Name | Title |
---|---|
WHITE, WILLIAM SWEENEY | PRESIDENT, VICE-CHAIRMAN, DIRECTOR |
MUIR, JAMES DYER | CHIEF COMPLIANCE OFFICER |
FLORES, JENNIFER MARGRET | FINOP AND PRINCIPAL FINANCIAL OFFICER |
BORDOVSKY, AUBREY LAWRENCE JR | ASSISTANT VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER |
BEALL, KEVIN DOUGLAS | ASSISTANT VICE PRESIDENT, DIRECTOR |
STORK, MARY ELIZABETH | DIRECTOR, SENIOR VICE PRESIDENT |
HANKS, KAREN ELIZABETH | DIRECTOR, VICE PRESIDENT |
CARTER, BRANDON DANE | DIRECTOR, CHAIRMAN OF THE BOARD |
CIAS, FRANK | CHIEF LEGAL OFFICER |
MATTHYS, SHEILA ANNE | SECRETARY |
ADVDB.CO • SOURCE: SEC
111 active representatives found, showing 20 random
Name | City | State | Exams | Designations | |||||
---|---|---|---|---|---|---|---|---|---|
GREGORY JENSCHKE | SAN ANTONIO | TX | S63|2001-08-23|S65|2007-01-31 | ||||||
MARCUS LAGUARDIA | SAN ANTONIO | TX | S63|1995-07-28|S65|2002-10-17 | CERTIFIED FINANCIAL PLANNER | |||||
ALEXANDER GREANIAS | SAN ANTONIO | TX | S63|2020-06-10|S66|2021-01-07 | ||||||
PAUL QUICHOCHO | SAN ANTONIO | TX | S63|2000-04-14|S65|2005-10-05 | ||||||
RAUL SANTOS | SAN ANTONIO | TX | S63|1992-06-06|S65|2007-12-28 | ||||||
RANDY JASO | SAN ANTONIO | TX | S63|2003-04-09|S65|2007-07-06 | ||||||
MACDONALD ETUGBO | SAN ANTONIO | TX | S63|1996-12-19|S65|2002-02-08 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
MARISOL SANCHEZ | SAN ANTONIO | TX | S63|2001-10-05|S66|2010-11-13 | ||||||
BRYAN MAGERKURTH | SAN ANTONIO | TX | S65|2008-03-26|S66|2005-04-25 | ||||||
CHRISTOPHER SANCHEZ | SAN ANTONIO | TX | S66|2009-06-16 | ||||||
MARY MEDLIN | SAN ANTONIO | TX | S63|1997-02-10 | ||||||
TRAVIS DOYLE | SAN ANTONIO | TX | S63|2001-04-17|S65|2011-06-23 | ||||||
CARL OHLENBUSCH | SAN ANTONIO | TX | S63|2001-05-11|S65|2006-04-19 | ||||||
STEVEN NOLAN | SAN ANTONIO | TX | S63|1998-09-21|S65|2006-05-15 | ||||||
DAVID PARSONS | SAN ANTONIO | TX | S63|2000-04-05|S65|2008-09-16 | ||||||
WHITNEY MOLDENHAUER | SAN ANTONIO | TX | S63|2008-06-24|S65|2011-08-01 | ||||||
EUNICE ARMSTRONG | SAN ANTONIO | TX | S66|2006-06-23 | ||||||
JESSICA LAINHART | SAN ANTONIO | TX | S63|2008-08-21|S65|2009-01-26 | ||||||
APRIL SEMONES | SAN ANTONIO | TX | S63|2013-10-02|S66|2014-10-27 | ||||||
CLAUDE VILLARREAL | SAN ANTONIO | TX | S63|1997-09-26|S65|2007-03-20 |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $0.0 | $0.0 | 0% | 154 | 0 | 0% |
2024-04-02 | $0.0 | $0.0 | 0% | 154 | 0 | 0% |
2023-04-04 | $0.0 | $0.0 | 0% | 154 | 0 | 0% |
2020-04-01 | $24.7 | -$24.7 | -100% | 1,189 | -1,035 | -87% |
2019-04-01 | $23.1 | -$23.1 | -100% | 1,560 | -1,406 | -90% |
2018-04-02 | $25.3 | -$25.3 | -100% | 1,729 | -1,575 | -91% |
2017-04-01 | $25.2 | -$25.2 | -100% | 484 | -330 | -68% |
2016-04-01 | $23.3 | -$23.3 | -100% | 505 | -351 | -70% |
2015-04-01 | $22.9 | -$22.9 | -100% | 498 | -344 | -69% |
2014-04-01 | $20.1 | -$20.1 | -100% | 350 | -196 | -56% |
2013-04-01 | $12.0 | -$12.0 | -100% | 266 | -112 | -42% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
TX, AK-10/26/2022, AL-10/19/2022, AR-10/26/2022, AZ-08/03/2022, CA-10/05/2022, CO-08/03/2022, CT-10/26/2022, DC-10/26/2022, DE-10/26/2022, FL-08/03/2022, GA-10/26/2022, HI-10/26/2022, IA-10/26/2022, ID-10/26/2022, IL-10/25/2022, IN-10/26/2022, KS-10/26/2022, KY-10/26/2022, LA-10/19/2022, MA-10/26/2022, MD-10/05/2022, ME-10/26/2022, MI-10/19/2022, MN-10/26/2022, MO-10/26/2022, MS-10/26/2022, MT-10/26/2022, NC-10/05/2022, ND-10/26/2022, NE-10/19/2022, NH-10/19/2022, NJ-10/26/2022, NM-10/05/2022, NV-10/26/2022, NY-10/26/2022, OH-10/26/2022, OK-10/26/2022, OR-10/26/2022, PA-10/19/2022, RI-10/19/2022, SC-10/26/2022, SD-10/26/2022, TN-10/26/2022, TX-08/03/2022, UT-10/26/2022, VA-10/05/2022, VT-10/26/2022, WA-10/05/2022, WI-10/26/2022, WV-10/26/2022, WY-10/26/2022 |
ADVISER ACTIVITIES |
FINANCIAL PLANNING |
OTHER ACTIVITIES |
BROKER DEALER |
ADVDB.CO • SOURCE: SEC FORM ADV