Home
›
Firms
›
PAX FINANCIAL GROUP, LLC
PAX FINANCIAL GROUP, LLC
PAX FINANCIAL GROUP
SAN ANTONIO, Texas
·
10 registered advisors
·
CRD# 284164
SEC# 801-107918
1
210-881-5700
01
Firm Overview
AUM
$600M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Other: A PERCENTAGE OF ASSETS UNDER PONTERA ADVISORY
03
Specialties
Financial Planning
Investment Management
04
Advisors at PAX FINANCIAL GROUP, LLC
10 registered advisors
Bryan Anthony Wing
SAN ANTONIO, Texas
CFP
CRD# 5170305
Darryl Walter Lyons
SAN ANTONIO, Texas
CFP
ChFC
CRD# 4119073
David K Alvarez
SAN ANTONIO, Texas
CFP
CRD# 4957825
Janise Margot Brooks
SAN ANTONIO, Texas
CRD# 5474335
Jennifer Haley Wall
SAN ANTONIO, Texas
CRD# 5741970
Jonathon Michael Fitzsimon
SAN ANTONIO, Texas
CRD# 6813072
Joseph R. Schuetze
SAN ANTONIO, Texas
CRD# 4519918
Justin Paul Elliott
SAN ANTONIO, Texas
CRD# 5566932
Laura Leigh Simpson
SAN ANTONIO, Texas
CFP
CRD# 5236307
Roger Glen Stukkie
SAN ANTONIO, Texas
CFP
ChFC
CRD# 5630268
05
Office Locations
SAN ANTONIO, Texas
10 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. PAX FINANCIAL GROUP, LLC (CRD# 284164) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.