← Back to searchVisit website
BEST INVEST
FEARLESS SOLUTIONS LLC
CRD 297599 · SEC 801-113562
16118 VIA SHAVANO, SUITE 100, SAN ANTONIO, TX, 78249, United States
Phone
210-888-2820
Fax
210-888-2821
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$296.4M
Discretionary AUM
$295.6M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 571 | $118.5M |
| High net worth individuals | 80 | $171.7M |
| Pension/profit sharing plans | 3 | $3.3M |
| Charitable organizations | 2 | $187K |
| Corporations/business entities | 16 | $2.7M |
States served
AZ, CO, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD