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FIRM PROFILE
Overview
ESCALERA COMMUNITY INVESTMENTS, LLC is located at 5404 Wurzbach Rd., San Antonio, TX 78238. ESCALERA COMMUNITY INVESTMENTS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ESCALERA COMMUNITY INVESTMENTS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. ESCALERA COMMUNITY INVESTMENTS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ESCALERA COMMUNITY INVESTMENTS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ESCALERA COMMUNITY INVESTMENTS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ESCALERA COMMUNITY INVESTMENTS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for ESCALERA COMMUNITY INVESTMENTS, LLC Comes From
Understanding the Statistics for ESCALERA COMMUNITY INVESTMENTS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
5404 Wurzbach Rd., San Antonio, TX 78238
(210) 227-1010
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| NATIONAL ASSOCIATION FOR LATINO COMMUNITY ASSET BUILDERS | MEMBER | 11/2015 |
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Advisor's working at ESCALERA COMMUNITY INVESTMENTS, LLC
Roman Auerbach
Sarah Allison Darling
Mary-ann Abida
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