Financial House Corp is a large advisory firm based in San Antonio. It manages $102.26 million of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Financial House Corp provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Financial House Corp is $102.26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Financial House Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jose Miguel Iturbe has been acting as President since 1 Oct 1992. Gustavo E Saavedra joined the executive team most recently as the Shareholder.
The principal office where Financial House Corp performs its advisory services is located at 7800 Ih 10 West, San Antonio, TX 78230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 210-349-1251 or by fax 210-308-0559. The normal business hours are 8:30am to 5:00pm on Monday - Friday.