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OLIPHINT ASSOCIATES LLC
OLIPHINT ASSOCIATES LLC
ONE ADVOCATE GROUP
SAN ANTONIO, Texas
·
3 registered advisors
·
CRD# 270005
SEC# 801-101527
0
210-341-1235
01
Firm Overview
AUM
$259M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
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
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at OLIPHINT ASSOCIATES LLC
3 registered advisors
Debra Lynn Thompson
SAN ANTONIO, Texas
CRD# 6225838
Sara Ann Neel
SAN ANTONIO, Texas
CRD# 6123811
Thomas Howard Oliphint
SAN ANTONIO, Texas
CRD# 1172870
05
Office Locations
SAN ANTONIO, Texas
3 advisors
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Data sourced from SEC Form ADV filings. OLIPHINT ASSOCIATES LLC (CRD# 270005) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.