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William Wallace Iii Edwards

INVESTMENT PROFESSIONALS, INC.·SAN ANTONIO, Texas
Unclaimed Profile
16414 SAN PEDRO AVENUE, SAN ANTONIO, TX 78232CRD# 2479629Firm CRD# 30184
01

About

William Wallace Iii Edwards 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
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# 2479629
Firm CRD# 30184
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Wallace Iii Edwards offer?
William Wallace Iii Edwards specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are William Wallace Iii Edwards's credentials?
William Wallace Iii Edwards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Wallace Iii Edwards located?
William Wallace Iii Edwards 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 William Wallace Iii Edwards charge for services?
William Wallace Iii Edwards'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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