Unclaimed Profile

Alejandro G Ireta

SWBC INVESTMENT COMPANY·SAN ANTONIO, Texas

SIE, Series 7, Series 66, Series 99TOCFPClean record10 years registeredSWBC INVESTMENT COMPANY

9311 SAN PEDRO AVENUE, SAN ANTONIO, TX 78216-4459CRD# 5752503Firm CRD# 140994

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alejandro G Ireta · SAN ANTONIO, TX

Registration

CRD #5752503 · SWBC INVESTMENT COMPANY · 10 years registered

Brand Profile

Not yet started

Career History

SWBC INVESTMENT COMPANY

Jul 2020 – present

PAX FINANCIAL GROUP

Aug 2016 – Feb 2021

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 99TO

Registration record

First registered · August 4, 2016

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SWBC INVESTMENT COMPANY

CRD 140994 · SEC 801-68054

AUM

$346M

Regulatory assets under management

Employees

250 client accounts

Services offered by SWBC INVESTMENT COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SWBC INVESTMENT COMPANY →

Introduction

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Frequently Asked Questions

What services does Alejandro G Ireta offer?

Alejandro G Ireta specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Alejandro G Ireta's credentials?

Alejandro G Ireta holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Alejandro G Ireta located?

Alejandro G Ireta is based in SAN ANTONIO, Texas, working with SWBC INVESTMENT COMPANY. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Alejandro G Ireta charge for services?

Alejandro G Ireta's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SWBC INVESTMENT COMPANY?

SWBC INVESTMENT COMPANY has approximately 35 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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