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Mauricio Sanchez

MARTIN CAPITAL ADVISORS, LLP·SAN ANTONIO, Texas
Unclaimed Profile
1100 NE LOOP 410, #300, SAN ANTONIO, TX 78209CRD# 6265685Firm CRD# 108529
01

About

Mauricio Sanchez is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with MARTIN CAPITAL ADVISORS, LLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARTIN CAPITAL ADVISORS, LLP
MARTIN CAPITAL ADVISORS, LLP
AUM
$125M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at MARTIN CAPITAL ADVISORS, LLP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6265685
Firm CRD# 108529
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mauricio Sanchez offer?
Mauricio Sanchez specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Mauricio Sanchez's credentials?
Mauricio Sanchez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mauricio Sanchez located?
Mauricio Sanchez is based in SAN ANTONIO, Texas, working with MARTIN CAPITAL ADVISORS, LLP. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Mauricio Sanchez charge for services?
Mauricio Sanchez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARTIN CAPITAL ADVISORS, LLP?
MARTIN CAPITAL ADVISORS, LLP has approximately 8 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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