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INVESTMENT PROFESSIONALS, INC.
INVESTMENT PROFESSIONALS, INC.
SAN ANTONIO, Texas
·
6 registered advisors
·
CRD# 30184
SEC# 801-67704
172
210-308-8800
01
Firm Overview
AUM
$761M
Regulatory assets under management
Employees
178
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at INVESTMENT PROFESSIONALS, INC.
6 registered advisors
Brian Keith Surovik
SAN ANTONIO, Texas
CRD# 4481124
Christine Margaret Walters
SAN ANTONIO, Texas
CRD# 5544926
Jay Lance Mcanelly
SAN ANTONIO, Texas
CRD# 2677791
Mary Ellen Storey
SAN ANTONIO, Texas
CRD# 4808171
Stephen Fletcher Mixon
SAN ANTONIO, Texas
CRD# 1620967
William Wallace Iii Edwards
SAN ANTONIO, Texas
CRD# 2479629
05
Office Locations
SAN ANTONIO, Texas
6 advisors
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Data sourced from SEC Form ADV filings. INVESTMENT PROFESSIONALS, INC. (CRD# 30184) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.