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TEXAS FINANCIAL ADVISORY
QUEEN B ADVISORS, LLC
CRD 306413 · SEC 801-128701
20650 STONE OAK PKWY, #100, SAN ANTONIO, TX, 78258, United States
Phone
(210) 530-1292
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.9M
Discretionary AUM
$0
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2024-12-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsPODCASTS/RADIO SHOW/TELEVISION SHOW
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 600 | $90.3M |
| High net worth individuals | 16 | $25.5M |
| Charitable organizations | 1 | $262K |
| Corporations/business entities | 4 | $1.8M |
All web addresses on file
- https://www.facebook.com/txfinadv
- https://www.linkedin.com/company/texas-financial-advisory
- https://www.youtube.com/channel/UC1tXt0oaDI88XZmqZV5s10A
- https://texasfinancialadvisory.com/
- https://www.instagram.com/txfinadv/
- https://texasfinancialadvisorytv.com/
- https://brooklynnchandlerwilly.com/
- https://podcasts.apple.com/us/podcast/the-texas-financial-advisory-radio-show-with/id1625701679
- https://www.iheart.com/podcast/1300-the-texas-financial-advis-97351269/
- https://podcasts.google.com/feed/aHR0cHM6Ly9vbW55LmZtL3Nob3dzL3RoZS10ZXhhcy1maW5hbmNpYWwtYWR2aXNvcnktcmFkaW8tc2hvdy13aXRoLWJyb29
- https://open.spotify.com/show/4bpiURSPwR7g3z8us4zOyJ
- https://retirementtaxbill.com/?u=bFMvZ1F3Y28vbEhSL3hkZkFqdjRiZz09
- https://empower-divorce.com/
- https://empower-divorce.com/
Official SEC filing: View on IAPD