Shana
Cantu

Victory Capital Management Inc

CRD#6165974
Investment Advisor
in San Antonio, TX

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About this Advisor

Shana Cantu is a financial advisor who works out of San Antonio, Texas, who has 2 years of relevant experience. Cantu currently works for Victory Capital Management Inc. Throughout their career, Cantu has worked at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Management Company and Victory Capital Services, Inc. Cantu maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Texas. Victory Capital Management Inc is a financial advisory business operating out of San Antonio, TX. The firm has offices in 10 locations and a total of 510 advisors. It oversees $141 billion in total assets between its 3,419 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 54 charitable organizations. Of its 3,419 customer accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. Victory Capital Management Inc offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Victory Capital Management Inc can include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

15935 La Cantera Pkwy
San Antonio, TX 78256

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Victory Capital Management Inc Brokerage Details

Total Assets Under Management

$140,836,403,633

TX Average: $3,042,739,679
Total Number of Employees

510

TX Average: 49
Total Number of Accounts

3,419

TX Average: 2,315
Average Account Size

$41,192,280

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Shana Cantu Work History

Shana has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Victory Capital Services, Inc

2018 - 2019 (1 year)

Usaa Investment Management Company

2013 - 2019 (6 years)

Usaa Financial Advisors, Inc

2013 - 2019 (6 years)

Usaa Financial Planning Services

*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 Shana Cantu 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 Victory Capital Management Inc

Gerald Reed
San Antonio, TX
Shannon Gillis
San Antonio, TX
Jonathan Goss
San Antonio, TX
Dale Rowse
San Antonio, TX
Jon Green
San Antonio, TX
Curtis Tobler
San Antonio, TX
Garrett Kelley
Manhattan Beach, CA
Ada Brewster
San Antonio, TX

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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