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SATHER FINANCIAL GROUP, INC.
SATHER FINANCIAL GROUP, INC.
VICTORIA, Texas
·
5 registered advisors
·
CRD# 109344
SEC# 801-57925
2
361-570-1800
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SATHER FINANCIAL GROUP, INC.
5 registered advisors
David Scott Sather
VICTORIA, Texas
CRD# 2312957
Jonathan Micheal Zahradka
VICTORIA, Texas
CRD# 5931569
Nathaniel August Raschke
VICTORIA, Texas
CRD# 6242806
Tammy Carol Kimbrough
VICTORIA, Texas
CRD# 2579728
Warren Alben Udd
VICTORIA, Texas
CRD# 4929353
05
Office Locations
VICTORIA, Texas
5 advisors
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Data sourced from SEC Form ADV filings. SATHER FINANCIAL GROUP, INC. (CRD# 109344) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.