Vaulkshire Investment Advisors

Vaulkshire Investment Advisors (CRD# 226623) is a financial advisory firm headquartered in San Antonio, TX. They manage $12,290,673 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
310 W. Sunset, Suite 101, San Antonio, TX 78209
https://vaulktalk.buzzsprout.com/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $189,087
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Vaulkshire Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Omar Akhil, financial advisor San Antonio TX
Omar Akhil
CRD#: 6018581
310 W. Sunset, Suite 101, San Antonio, TX 78209

Omar Akhil (CRD# 6018581) is an Investment Advisor Representative working at Vaulkshire Investment Advisors in San Antonio, TX and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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