RIA · CRD 154793SEC-Registered

Updated:

SOUTH TEXAS ADVISORS FOR RETIREES, LLC

SOUTH TEXAS ADVISORS FOR RETIREES, LLC is an SEC-registered investment adviser. The firm manages approximately $15 million in regulatory assets.

SOUTH TEXAS ADVISORS FOR RETIREES, LLC

SOUTH TEXAS ADVISORS FOR RETIREES, LLC is an SEC-registered investment adviser. The firm manages approximately $15 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Sector focus

Financial Services

Frequently asked questions

Who runs investment decisions at South Texas Advisors for Retirees, LLC?

No named investment professionals or principals appear in public sources for this firm. The firm's team structure and decision-making process are not disclosed.

What type of clients does South Texas Advisors for Retirees, LLC serve?

The firm's name indicates a focus on retirees in south Texas, but the specific client minimums, services, or geographic boundaries are not publicly detailed. It is registered as an RIA, suggesting it provides financial advice and investment management.

Is South Texas Advisors for Retirees, LLC related to a larger family office or institutional investor?

No publicly available information connects this firm to any family office, institutional investor, or larger corporate structure. It appears to operate as a standalone RIA.

What is the AUM of South Texas Advisors for Retirees, LLC?

The firm does not publicly disclose its AUM. No estimate can be made from available data as of 2023.

Does South Texas Advisors for Retirees, LLC make direct investments in private companies?

No public information indicates the firm makes direct investments in private companies. It is registered as an RIA and likely focuses on traditional investment management for individual clients.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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