Alejandro G Ireta

CFP

Swbc Investment Company

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Swbc Investment Company

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

406 clients

Average Client Portfolio

$565K average

Assets Under Management

$229.2M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

9311 San Pedro Avenue, Suite 600, San Antonio, TX, 78216-4459

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Alejandro is an Investment Advisor Representative (IAR) for SWBC Investment Company.

Employment History

Current Registrations

Swbc Investment Services, LLCBroker

August 2020 - Present · 5 yrs 6 mos

Swbc Investment Company

July 2020 - Present · 5 yrs 7 mos

Previous Registrations

Pax Financial Group

August 2016 - February 2021 · 4 yrs 6 mos

LPL Financial LLCBroker

November 2011 - July 2017 · 5 yrs 8 mos

State Registrations3 states

FLLATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.