BATES TOTAL ASSET MANAGEMENT, INC.
CRD #111492 SEC #801-60379 KERRVILLE, TX 830-896-3717
SEC Registered
Total AUM
$20.1M
Discretionary
$16.9M
Employees
10
Clients
101
Accounts
484
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 21, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BATES, LEE, BRENT | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jun 21, 2001 REGISTERED
Address
401 JUNCTION HWY.KERRVILLE, TX 78028
USA
Phone: 830-896-3717