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Showing 1 - 11 of 11 results
U.S. GLOBAL INVESTORS, INC.
U.S. GLOBAL INVESTORS, INC.
San Antonio, Texas
11-50 employees
U.S. Global Investors, Inc. is an innovative investment manager with vast experience in global markets and specialized sectors. Founded as an investment club, the company became a registered investment adviser in 1968 and has a longstanding history of global investing and launching first-of-their kind investment products. U.S. Global Investors is well known for expertise in gold and precious metals, natural resources and emerging markets. Since 1989, U.S. Global Investors has been led by CEO Frank Holmes, who purchased a controlling interest in the company that same year. U.S. Global Investors is a publicly traded company (NASDAQ symbol: GROW) headquartered in San Antonio, Texas.
Retirement Benefits Rank
Top Benefits
FLATROCK ENERGY ADVISORS LLC
FLATROCK ENERGY ADVISORS LLC
San Antonio, Texas
11-50 employees
FLATROCK ENERGY ADVISORS LLC is a company based out of 1826 N LOOP 1604 WEST, SAN ANTONIO, Texas, United States.
Retirement Benefits Rank
Market Leading
PAX FINANCIAL GROUP, LLC
PAX FINANCIAL GROUP, LLC
San Antonio, Texas
11-50 employees
With more than 100 years of combined experience, San Antonio, Texas-based PAX Financial Group is passionate about helping others live the life of their dreams. We're more than just financial advisors; we're life advisors! Locally owned and independent, our advisors are deeply committed to helping others achieve their vision of financial success. We offer holistic financial assessments, investment management, and insurance all in one place. We have partnered with best-in-class organizations such as Goldman Sachs and Dave Ramsey to bring valuable resources to the community. We are proud to be part of the Forbes Finance Council that brings together leaders from every industry to make a greater impact on the business world. We are honored to be ranked amongst the Best Places to Work in San Antonio for many years and have made the Inc 5000 three years in a row. We are committed to being a positive workplace as we help our clients make better financial decisions to live the meaningful lives they desire.
Retirement Benefits Rank
Market Competitive
NEPARA GROUP, INC.
NEPARA GROUP, INC.
San Antonio, Texas
11-50 employees
Panorama integrates more than 50 years of experience into the hospitality and real estate industries. In our fast-paced, deal-oriented culture, Panorama stresses long-term relationships, while providing results in the shortest possible time frame. Our experience combines with the latest trends, ideas and methods to bring a fresh new approach to each client. Panorama offers a wide range of services, ranging from feasibility studies and project financing to development and sales. Panorama specializes in uniting the need, talent, creativity, and capital required to develop a hotel, resort, or residential project from developing the vision for the project to complete construction management and sales and marketing. Panorama offers its services selectively to developers in the United States as well as in 75 countries worldwide. We have provided resort development and hotel management services in every major resort city in the world for more than 50 years. We have headquarters in San Antonio, Texas, as well as offices in Miami, Mexico, Costa Rica, Spain, the United Kingdom and Morocco.
Retirement Benefits Rank
Top Benefits
ASPECT WEALTH MANAGEMENT
ASPECT WEALTH MANAGEMENT
San Antonio, Texas
11-50 employees
At Aspect Wealth Management, we endeavor to help our clients identify and achieve their vision of the future. Through a strong client/advisor relationship built on a foundation of trust and integrity, we seek to understand each client's life situation and provide customized strategies, solutions and services to help maximize the growth, preservation and tax-efficient transfer of personal and corporate wealth. We commit to excellence in every aspect of our relationship with you as we help fulfill your wealth management needs. Registered Representative of and securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through Aspect Wealth Management, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 9311 San Pedro Ave., Ste 750, San Antonio, Texas 78216 United States
Retirement Benefits Rank
Market Laggard
TEAMWORK FINANCIAL ADVISORS, LLC
TEAMWORK FINANCIAL ADVISORS, LLC
San Antonio, Texas
11-50 employees
Teamwork Financial works to integrate legal, tax, and financial services to make a customized game plan for each client and their families.
Retirement Benefits Rank
Top Benefits
TITLEIST ASSET MANAGEMENT, LLC
TITLEIST ASSET MANAGEMENT, LLC
San Antonio, Texas
11-50 employees
Titleist Asset Management, LLC was established in 2003 as a Registered Investment Advisor. It’s affiliate, Titleist Capital, LLC serves as a Broker-Dealer.  Offering both registrations enables independent advisors the ability to serve their clients in every capacity. Our platform gives advisors access to top-tier clearing and custody, industry leading technology and access to a team of investment professionals who specialize in securities analysis and portfolio management.  Our business model is centered on creating a platform that supports advisors in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client. Our clientele include institutions, retail, charities, trusts, foundations, partnerships and corporations. Titleist Asset Management is registered and licensed with the SEC, FINRA, MSRB, Texas Department of Insurance, and a member of SIPC. Partnered with Charles Schwab, Fidelity Investments, TD Ameritrade and Raymond James Financial to provide custody of client assets with top tier independent custodians Investment process combines macro, fundamental, quantitative and technical analysis to tactically construct a core portfolio of individual securities, ETFs and funds allowing clients to achieve superior risk adjusted market returns Over $1.3 billion in Assets Under Management Nationally based in Austin, Dallas, Houston and San Antonio, TX, Des Moines, IA , and Boca Raton, FL 27 registered professionals with diverse backgrounds in the financial services industry For all firm disclosures, visit https://www.tamgmt.com/disclosures/#/firm/
Retirement Benefits Rank
Market Competitive
GENESIS WEALTH MANAGEMENT, LLC
GENESIS WEALTH MANAGEMENT, LLC
San Antonio, Texas
11-50 employees
Genesis Wealth Management brings expertise across all areas of wealth management including seasoned guidance on investments, taxes, business succession, executive compensation, trust and estate planning, life insurance, charitable gifting, and more. Whether you are investing to build wealth, protect your family, or preserve your assets, our Executive Wealth Managers have the time, attention and expertise to address every dimension of your wealth – now and for generations to come. To learn more about Genesis Wealth Management, visit: https://www.genesiswealthtx.com/ Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Below Market
ANGEL VENTURES, INC.
ANGEL VENTURES, INC.
San Antonio, Texas
11-50 employees
AV is a leading early-stage venture capital firm, founded in August 2008 in México City, México. Its creation was derived from a clear lack of funding opportunities in the early-stage sector in México and a need for investors to look out for new ventures and small businesses with high potential that are in search of capital. The model was inspired by the traditional model of angel investing, which led to the development of some of the biggest companies in developed countries.
Retirement Benefits Rank
Below Market
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MILLENNIUM PETROCAPITAL
MILLENNIUM PETROCAPITAL
San Antonio, Texas
11-50 employees
Our calling is simple: a growing population of business owners and high net-worth individuals need to reduce their yearly income tax burden. These sophisticated investors need high-risk, high-return investments that they can substantially subsidize using otherwise-lost tax dollars. Also, America needs domestically produced oil and natural gas resources. Millennium PetroCapital Corporation is headquartered in San Antonio, Texas, and is a dynamic developer of oil and gas producing properties throughout the Texas Gulf Coast Basin. Richard Monroy founded Millennium to nurture strategic alliances with industry trailblazers, technical experts, mineral owners, and investors. Fifteen years after our inception, Millennium now boasts a resume of over 60 executed projects spanning 28 Texas counties. Millennium is an organization that also values environmental responsibility. We understand that we must carefully use our natural resources to ensure that our environment is safe and enjoyable for future generations. We’ve made it our collective responsibility to honor and preserve the environment where we must all exist.
Retirement Benefits Rank
Below Market
BUSINESS FINANCIAL GROUP
BUSINESS FINANCIAL GROUP
San Antonio, Texas
11-50 employees
Business Financial Group (BFG) is an HR consulting firm that helps businesses manage their back-office issues related to their most important asset: their employees. Services include payroll processing, timekeeping, compliance, onboarding, training, HR information systems, personnel practices and procedures, employee handbooks, employee benefits, retirement plans, and succession and personal financial planning. At BFG, we help clients do the things that they need to do…but don't have time to do. We serve independent business owners & executives as well as individuals & families, providing fiduciary support, strategic planning and personalized services. We follow a process to ensure we are consistent in the services we do for our clients. We offer competitive pay and extensive benefits and support our associates in holding the highest industry credentials. At BFG, we place a significant emphasis on employee growth and development because when our employees prosper, we all prosper. Each of our associates is an expert in one of our service areas and is devoted to providing an excellent experience for our clients. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Human resources services and consulting, payroll processing services, employee program development and maintenance services, fixed insurance products and services offered by Business Financial Group are separate and unrelated to Commonwealth. Business Financial Group, 500 N. Loop 1604 E. #250 San Antonio, TX 78232, 210-775-5471. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, ID, IN, KS, MD, MN, NM, OK, OR, TX, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Market Competitive