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Charles Brooks Englehardt

USAA ASSET MANAGEMENT COMPANY·SAN ANTONIO, Texas
Clean recordUSAA ASSET MANAGEMENT COMPANY
9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 2302534Firm CRD# 159030

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Brooks Englehardt · SAN ANTONIO, TX
Registration
CRD #2302534 · USAA ASSET MANAGEMENT COMPANY
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Brooks Englehardt is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with USAA ASSET MANAGEMENT COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
USAA ASSET MANAGEMENT COMPANY
USAA ASSET MANAGEMENT COMPANY
AUM
$148.3B
Regulatory assets under management
Employees
100
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: AT-COST REIMBURSEMENT
Regulatory
SEC/IARD CRD# 2302534
Firm CRD# 159030
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Brooks Englehardt offer?
Charles Brooks Englehardt specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Charles Brooks Englehardt's credentials?
Charles Brooks Englehardt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Brooks Englehardt located?
Charles Brooks Englehardt is based in SAN ANTONIO, Texas, working with USAA ASSET MANAGEMENT COMPANY. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Charles Brooks Englehardt charge for services?
Charles Brooks Englehardt's firm is compensated through percentage of aum, performance-based fees, other: at-cost reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is USAA ASSET MANAGEMENT COMPANY?
USAA ASSET MANAGEMENT COMPANY has approximately 100 employees and manages $148.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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