Financial House Corp (San Antonio)

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.

Financial House Corp: assets under management

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 firm manages $102.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.11 million each.

Fees & Commissions

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.

Careers at Financial House Corp

Jose Miguel Iturbe has been acting as President since 1 Oct 1992. Gustavo E Saavedra joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jose Miguel Iturbe	President/shareholder	1 Oct 1992	50% - 75%	2093291
Eugen Kurt Schluter	Vice-president	1 Oct 1992	Other	4366823
Paul Broniszewski	Vice-president	1 Oct 1992	Other	2176076
Gustavo E Saavedra	Shareholder	1 Sep 1996	Other	4367412
Francisco F Cueto	Shareholder	1 Sep 1996	Other	4367416
Gustavo C Saavedra	Shareholder	1 Sep 1996	Other	4367424
Juan M Hernaiz	Shareholder	1 Sep 1996	Other	4367433
Andres Flores	Shareholder	1 Sep 1996	Other	4367439
Luis M Hernaiz	Shareholder	1 Sep 1996	Other	4367448

Based in San Antonio

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.