San Antonio, TX Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
World Choice Securities, Inc.
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Firm-wide stats for World Choice Securities, Inc.
About
World Choice Securities, Inc. serves individual and high-net-worth clients, providing investment advisory services that include portfolio management and related advisory offerings, generally under percentage-of-AUM fee arrangements. The firm reports roughly $26.7 million in regulatory assets under management and a client base of about 43 households, supported by a five-advisor team.
The firm delivers discretionary and non-discretionary portfolio management for individuals and, in addition to advisory services, also conducts broker-dealer activities and operates as an insurance broker/agent—functions that are distinct from its advisory business and can involve separate compensation structures. It maintains a formal compliance structure with a designated chief compliance officer and makes firm information available on its public website.
Compared with peers, World Choice combines advisory services with broker-dealer and insurance brokerage activities, and its Form ADV discloses regulatory events — features that are relatively uncommon among similar team firms. The combination of a small client base and modest assets under management for a five-advisor team suggests more concentrated advisor-to-client coverage than typically seen at larger team firms.
Based on World Choice Securities, Inc.
Location
San Antonio TX
Advisors at this office
1
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