Sather Financial Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

120 E Constitution St, Victoria, Texas, ...

Phone Number

(361) 570-1800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Sather Financial Group

Sather Financial Group is a fee-only financial planning and investment management firm that oversees more than $2 billion in client assets. The firm operates as a fiduciary, ensuring that clients' interests are prioritized without any commission-based income. They offer customized investment portfolios, strategic financial planning, and education to help clients manage their wealth effectively. Their services cater to individuals seeking personalized financial advice and management, with a focus on aligning their goals with those of their clients.Explore more
Sather Financial Group's Social MediaPopular SearchesSather Financial Group IncSather Financial GroupFinancial Group IncSather FinancialSIC Code 62,628NAICS Code 52,523Show more

Sather Financial Group Org Chart

PhoneEmail
WU
United States flag for contact location.

President & Certified Financial Planner

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sather Financial Group

<$5M
1-10
Private
-
1999
WU
Warren UddPresident & Certified Financial Planner
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Sather Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sather Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sather Financial Group.

Sather Financial Group Tech Stack

A closer look at the technologies used by Sather Financial Group

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Frequently Asked Questions Regarding Sather Financial Group

What is Sather Financial Group's official website?
Sather Financial Group's official website is www.satherfinancial.com
What is Sather Financial Group's Revenue?
Sather Financial Group's revenue is <$5 Million
What is Sather Financial Group's SIC code?
Sather Financial Group's SIC: 62,628
What is Sather Financial Group's NAICS code?
Sather Financial Group's NAICS: 52,523
How many employees does Sather Financial Group have?
Sather Financial Group has 1-10 employees
What industry does Sather Financial Group belong to?
Sather Financial Group is in the industry of: Finance, Securities Trading
What is Sather Financial Group competition?
Sather Financial Group top competitors include: Clarity Capital Advisors, Core Wealth Management, Stockade Wealth Management, Purtill Financial
What technology does Sather Financial Group use?
Some of the popular technologies that Sather Financial Group uses are: Microsoft 365, GoDaddy DNS, Google Workspace, Microsoft Exchange Online
How do I contact Sather Financial Group?
Sather Financial Group contact info: Phone number: (361) 570-1800 Website: www.satherfinancial.com
What does Sather Financial Group do?

Sather Financial Group is a fee-only financial planning and investment management firm that oversees more than $2 billion in client assets. The firm operates as a fiduciary, ensuring that clients' interests are prioritized without any commission-based income. They offer customized investment portfolios, strategic financial planning, and education t... o help clients manage their wealth effectively. Their services cater to individuals seeking personalized financial advice and management, with a focus on aligning their goals with those of their clients.Read More

What are Sather Financial Group social media links?
Sather Financial Group Linkedin page
Is Sather Financial Group a public company?
Sather Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Sather Financial Group

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