Alejandro
Ireta
Swbc Investment Company
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About this Advisor
Alejandro Ireta is a financial advisor based in San Antonio, Texas, working with Swbc Investment Company. Alejandro has previously held positions at Lpl Financial, LLC, 360 Wealth Management, Swbc Investment Services, LLC, Swbc Investment Company, and Pax Financial Group, LLC. Alejandro has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Alejandro is part of Swbc Investment Company, which operates out of San Antonio, Texas. The firm has 7 offices and 35 employees. The firm manages assets totaling $345.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Swbc Investment Company includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Swbc Investment Company Brokerage Details
$345,837,406
35
250
$1,383,350
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Alejandro Ireta Work History
Swbc Investment Services, LLC
Swbc Investment Company
Pax Financial Group, LLC
360 Wealth Management
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Alejandro Ireta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Swbc Investment Company
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
Richardson, TX
San Antonio, TX
San Antonio, TX
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