STONE OAK WEALTH MANAGEMENT, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 288217). Regulatory assets under management: $355.6M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| John Joseph Dallahan | CHIEF COMPLIANCE OFFICER | — |
| Gregory Ryan Thompson | MANAGING MEMBER/PRESIDENT/CEO | — |
| Christopher James Escobedo | CHIEF OPERATING OFFICER | — |
| THOMPSON GREG | MANAGING MEMBER/PRESIDENT/CEO | — |
| THOMPSON CHRISTOPHER RYAN | MANAGING MEMBER/PRESIDENT/CEO | — |
| DALLAHAN JOHN JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 210-339-2707 |
| — | — | 1 | 210-339-2707 |