Claim Profile
TO

Thomas Howard Oliphint

OLIPHINT ASSOCIATES LLC·SAN ANTONIO, Texas
Unclaimed Profile
11503 NW MILITARY HIGHWAY, SUITE 206, SAN ANTONIO, TX 78231CRD# 1172870Firm CRD# 270005
01

About

Thomas Howard Oliphint is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with OLIPHINT ASSOCIATES LLC. 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
OLIPHINT ASSOCIATES LLC
ONE ADVOCATE GROUP
AUM
$259M
Regulatory assets under management
Employees
5
Total firm employees
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
Regulatory
SEC/IARD CRD# 1172870
Firm CRD# 270005
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN ANTONIO?

Browse all registered financial advisors in SAN ANTONIO, Texas or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Thomas Howard Oliphint offer?
Thomas Howard Oliphint specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Thomas Howard Oliphint's credentials?
Thomas Howard Oliphint is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Howard Oliphint located?
Thomas Howard Oliphint is based in SAN ANTONIO, Texas, working with OLIPHINT ASSOCIATES LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Thomas Howard Oliphint charge for services?
Thomas Howard Oliphint'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 OLIPHINT ASSOCIATES LLC?
OLIPHINT ASSOCIATES LLC has approximately 5 employees and manages $259M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →