The Bank of SAN Antonio Wealth Advisors LLC
Legal Name: ASPIREON WEALTH ADVISORS, LLC
Full Contact Details
The Bank of SAN Antonio Wealth Advisors LLC
1900 NW LOOP 410, SUITE 250, SAN ANTONIO, TX
210-424-8710
210-424-8810
Other Info
Aspireon Wealth Advisors LLC, formerly known as The Bank of San Antonio Wealth Advisors LLC, is a Texas-based Limited Liability Company that has been approved by the US Securities and Exchange Commission since September 1, 2009. The company has 6 employees, with 4 being in advisory roles; however, the number of clients served by the firm is unknown.
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HomeSkip to main contentSkip to footerDownload Acrobat Reader 5.0 or higher to view .pdf files. Got it, thanks! Texas Partners Bank Wealth Advisors Toggle navigation MenuClose Menu About Purpose & Value Who We Work With Our Team Solutions Wealth Planning Family Office Coordinated Solutions Distincti…
The Bank of San Antonio
We're here to provide you with the technologies and capabilities of a big bank, and the personal signature service of a hometown bank. We power business.
Home | Texas Partners Bank Wealth Advisors
HomeSkip to main contentSkip to footerDownload Acrobat Reader 5.0 or higher to view .pdf files. Got it, thanks! Texas Partners Bank Wealth Advisors Toggle navigation MenuClose Menu About Purpose & Value Who We Work With Our Team Solutions Wealth Planning Family Office Coordinated Solutions Distincti…
Direct Owners
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AMY JEAN SONDERGELD
CHIEF FINANCIAL OFFICER owns less than 5%
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BRENT RUSSELL GIVEN
CEO AND DIRECTOR owns less than 5%
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CHARLES JOHN GRUBER
CHIEF INFORMATION OFFICER owns less than 5%
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KEVIN MCCLAIN HARRIS
CHIEF INVESTMENT OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER owns less than 5%
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THE BANK OF SAN ANTONIO
MANAGING MEMBER owns 75% or more
Indirect Owners
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SOUTHWEST BANCSHARES, INC.
SHAREHOLDER owns 75% or more
Auditors
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SENSIBA SAN FILIPPO LLP
United States