← Back to searchVisit website
MCNALLY FINANCIAL SERVICES CORPORATION
CRD 121196
16414 SAN PEDRO, SUITE 930, SAN ANTONIO, TX, 78232-5185, United States
Phone
210-545-7080
Fax
210-499-0795
Registration
— (—)
Source
State registered
Total AUM
$27.8M
Discretionary AUM
$0
Team
21 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $19.5M |
| High net worth individuals | 12 | $7.2M |
| Charitable organizations | 4 | $744K |
| Corporations/business entities | 3 | $382K |
All web addresses on file
Official SEC filing: View on IAPD