Aspect Wealth Management
Investment Management
San Antonio, Texas, United States
13 employees
- Employees
- 13
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Aspect Wealth Management Overview
- Headquarters
- San Antonio, Texas, United States
- Phone Number
- Available in AeroLeads
- Website
- aspectwealth.com
- Industry
- Investment Management
- Employees
- 13
- Founded
- 1997
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Aspect Wealth Management
At Aspect Wealth Management, we endeavor to help our clients identify and achieve their vision of the future. Through a strong client/advisor relationship built on a foundation of trust and integrity, we seek to understand each client's life situation and provide customized strategies, solutions and services to help maximize the growth, preservation and tax-efficient transfer of personal and corporate wealth. We commit to excellence in every aspect of our relationship with you as we help fulfill your wealth management needs. Registered Representative of and securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through Aspect Wealth Management, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 9311 San Pedro Ave., Ste 750, San Antonio, Texas 78216 United States
Aspect Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Aspect Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Michael Clark, Ms, Cima®, Crc® | President - Founder | San Antonio, Texas, United States |
Email
Phone
|
| Edward "Chip" Tencza | Analyst | Boerne, Texas, United States |
View
|
| Justin Horsman | Heart for People - Head for Business | San Antonio, Texas, United States |
Email
Phone
|
| C. Denise Salzman, Cpa | San Antonio, Texas, United States |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Executive
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 0 |
| Marketing | 1 | 1 | 0 |
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