Dion
Padilla

Blackridge Asset Management, LLC

CRD#4432230
Investment Advisor
in San Antonio, TX

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About this Advisor

Dion Padilla is a financial advisor who works out of San Antonio, Texas with 6 years of industry experience. Padilla is an employee of Blackridge Asset Management, LLC. During their career, Padilla has held roles at Next Financial Group Inc and Blackridge Asset Management, LLC. Padilla has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Blackridge Asset Management, LLC is a registered investment firm based out of Jupiter, FL. The firm has offices in 61 locations and a total of 80 financial advisors. It manages $143 million in assets across its 806 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 806 accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on which service is provided. Fee types charged by Blackridge Asset Management, LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9901 Interstate Highway 10 West, Suite 800, Office 8030
San Antonio, TX 78230

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Blackridge Asset Management, LLC Brokerage Details

Total Assets Under Management

$142,558,285

TX Average: $1,855,561,029
Total Number of Employees

80

TX Average: 62
Total Number of Accounts

806

TX Average: 2,474
Average Account Size

$176,871

TX Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Dion Padilla Work History

Dion has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Blackridge Asset Management, LLC

2006 - 2017 (11 years)

Next Financial Group Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dion Padilla 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 Blackridge Asset Management, LLC

Ronald Waskow
Jupiter, FL
Marilyn Gifford
Jupiter, FL
Michael Bien
Beaverton, OR
Kevin Snow
Jackson, MI
Rohn Pierce
Jupiter, FL
Peter Kotos
Jupiter, FL
James Cook
Edisto Island, SC
John Davenport
Norwalk, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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