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Betty A. Bartlett (San Antonio)


Betty A. Bartlett is a large advisory firm based in San Antonio. It manages $30.96 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.




Betty A. Bartlett 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.

Betty A. Bartlett: assets under management

The assets under management (AUM) of Betty A. Bartlett is $30.96 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.71 million in discretionary accounts and $254.46 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $286.99 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $254.46 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Betty A. Bartlett for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Antonio

The principal office where Betty A. Bartlett performs its advisory services is located at 122 E.Hollywood, San Antonio, TX 78212 The mailing address of the firm is P.O. Box 12616, San Antonio, TX 78212. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 210-733-7638 or by fax 210-733-5478. The normal business hours are by appointment only on Other.


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