STONE OAK WEALTH MANAGEMENT, LLC
Tel: 210-339-2707 19026 Ridgewood Parkway Suite 134 San Antonio, Texas 78259
About STONE OAK WEALTH MANAGEMENT, LLC
STONE OAK WEALTH MANAGEMENT, LLC is a San Antonio, Texas based financial advisory firm with nearly $302,337,767 in assets under management and provides investment advisory services for 286 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
288217
Firm SEC#:
801-118782
Assets Under Management:
$302,337,767
No. of Clients:
286
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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