SOUTH TEXAS MONEY MANAGEMENT, LTD.

SAN ANTONIO, Texas·5 registered advisors·CRD# 112188
SEC# 801-581675210-824-8916
01

Firm Overview

AUM
$3.4B
Regulatory assets under management
Employees
62
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SOUTH TEXAS MONEY MANAGEMENT, LTD.

5 registered advisors
James Robert Kee
SAN ANTONIO, Texas
Jeanie Wyatt
SAN ANTONIO, Texas
John Lance Lahourcade
SAN ANTONIO, Texas
Lisa Dawn Fox
SAN ANTONIO, Texas
Louisa Catharine Guthrie
SAN ANTONIO, Texas
05

Office Locations

SAN ANTONIO, Texas
5 advisors

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Data sourced from SEC Form ADV filings. SOUTH TEXAS MONEY MANAGEMENT, LTD. (CRD# 112188) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.