FRED H. FALLS
Legal name: FALLS WEALTH MANAGEMENT, INC.
CRD #111080 SEC #801-57788 SAN ANTONIO, TX 210-732-6181
SEC Registered
Total AUM
$27.4M
Discretionary
$1.6M
Employees
5
Clients
10
Accounts
51
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2004 | $15.9M | $1.9M | $14M | 5 | -- |
| May 2002 | $27.4M | $1.6M | $25.8M | 5 | -- |
DateApr 2004
Total AUM$15.9M
Discretionary$1.9M
Non-Disc.$14M
Employees5
Clients--
DateMay 2002
Total AUM$27.4M
Discretionary$1.6M
Non-Disc.$25.8M
Employees5
Clients--