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Brian Keith Surovik

INVESTMENT PROFESSIONALS, INC.·SAN ANTONIO, Texas
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16414 SAN PEDRO AVENUE, SAN ANTONIO, TX 78232CRD# 4481124Firm CRD# 30184
01

About

Brian Keith Surovik is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with INVESTMENT PROFESSIONALS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INVESTMENT PROFESSIONALS, INC.
INVESTMENT PROFESSIONALS, INC.
AUM
$761M
Regulatory assets under management
Employees
178
Total firm employees
View all advisors at INVESTMENT PROFESSIONALS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 4481124
Firm CRD# 30184
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Keith Surovik offer?
Brian Keith Surovik specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Brian Keith Surovik's credentials?
Brian Keith Surovik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Keith Surovik located?
Brian Keith Surovik is based in SAN ANTONIO, Texas, working with INVESTMENT PROFESSIONALS, INC.. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Brian Keith Surovik charge for services?
Brian Keith Surovik's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT PROFESSIONALS, INC.?
INVESTMENT PROFESSIONALS, INC. has approximately 178 employees and manages $761M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVESTMENT PROFESSIONALS, INC.

Stephen Fletcher Mixon
SAN ANTONIO, TX
Christine Margaret Walters
SAN ANTONIO, TX
Mary Ellen Storey
SAN ANTONIO, TX
William Wallace Iii Edwards
SAN ANTONIO, TX
Jay Lance Mcanelly
SAN ANTONIO, TX

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Research
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