San Antonio, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$332,073,064
ClientsTotal clients
506
AdvisorsAdvisors at this office
2
Of 16 advisors across 3 offices
Location
18756 Stone Oak Parkway
San Antonio TX 78258
Advisors at this office
2
Advisors at this office
Victor J
Series 63, Series 65
San Antonio, TX
Monex Asset Management, Inc.
Victor Joffe is a financial advisor with Monex Asset Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Monex Asset Management since 2015 and also worked at Monex Securities, Inc. during overlapping periods. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis to implement a range of investment strategies across various asset classes and supports both domestic and international clients.
Oscar F
Series 63, Series 65
San Antonio, TX
Monex Asset Management, Inc.
Oscar Flores is a financial advisor with Monex Asset Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Monex since 2015. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to implement a range of investment strategies from long-term holdings to short-term trading and option writing.
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