Composedpro, Inc.

RIAState Registered
Total AUM
$44.1M
Discretionary
$44.1M
100% of AUM
Avg account
$186K
Accounts
237
Employees
1
Advisory reps
1

Firm details

Headquarters
San Antonio, Texas
CRD number
297440
Registered since
September 20, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI78.43%
  • Individuals21.57%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Composedpro, Inc. is an independent, Texas-registered advisory corporation that serves individual and family clients. The firm is owned by an individual and bills for advice through asset-based fees and fixed fees. Its primary advisory activities are financial planning and discretionary portfolio management for individuals and small businesses. Composedpro does not position itself as a capital allocator and is not identified as an active ESG investor or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Exchange Traded Equities 1%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%97%
  • Public Funds/Mutual Funds97%
  • Exchange Traded Equities1%
  • Non-Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Matthew Schwegman

    Matthew Schwegman

    CEOCRD 5967562

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
13750 San Pedro Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth