Key facts
- TEXAS FINANCIAL ADVISORY is a other based in SAN ANTONIO, TX.
- TEXAS FINANCIAL ADVISORY reports $202K in regulatory assets under management, per its SEC Form ADV (2024-12).
Registered with the SEC
Form ADV · 2024-12 · CRD 306413- Regulatory AUM
- $202K
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- SAN ANTONIO, TX
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as QUEEN B ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for TEXAS FINANCIAL ADVISORY are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is TEXAS FINANCIAL ADVISORY's AUM?
- TEXAS FINANCIAL ADVISORY manages approximately $202K in assets.