# INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC. of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 30184
- Type: SEC-registered investment adviser
- SEC file number: 801-67704
- Location: 16414 SAN PEDRO AVENUE, SUITE 300, SAN ANTONIO, TX, 78232
- Phone: 210-308-8800
- Latest filing: 2018-09-28
- Regulatory AUM: $760.9M
- Non-discretionary AUM: $760.9M
- Clients: 178
- Accounts: 4,708

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| BARNES SCOTT ALLEN | CHAIRMAN OF THE BOARD; OWNER; PRES/CEO | — |
| MCANELLY JAY LANCE | EVP- DIRECTOR OF NATIONAL SALES; PRES/CEO; SVP- BUSINESS DEVELOPMENT | — |
| MARCOM MATTHEW THOMAS | VP- FINOP; VP- NATIONAL SALES MANAGER/SROP; VP- NATIONAL SALES MANAGER/SROP AND FINOP | — |
| PUNDT DEBBEE J | CHIEF OF STAFF - PARTNER; SVP- INTERNAL AFFAIRS | — |
| SANDERSON ALANA SUE | CHIEF COMPLIANCE OFFICER | — |
| WATSON CHARLES FRANCIS JR | PARTNER; SVP- DIRECTOR | — |
| PERRYMAN BETSY BRATTON | DIRECT OWNER; SVP- INSURANCE | — |
| SCHENKEN LINDE ALLEN | FINOP | — |
| PARTRIDGE LEWIS WADE II | REGIONAL DIRECTOR/CROP | — |
| THOMPSON JAMES WILLIAM | ROSFP; SROP | — |
| MAGLAQUE CHARLES NEAL | DIRECTOR | — |
| TOVAR CHRISTOPHER HAROLD | CHIEF COMPLIANCE OFFICER | — |
| O'CONNELL PATRICK HUGH | DIRECTOR | — |
| DULLNIG RICHARD ROLLE | CHIEF COMPLIANCE OFFICER; FINOP; REGISTERED OPTIONS PRINCIPAL | — |
| STOREY MARY ELLEN | CHIEF COMPLIANCE OFFICER; CO-CCO | — |
| TRUMAN HARRY S | CROP | — |
| EDWARDS WILLIAM WALLACE III | ROSFP | — |
| WALTERS CHRISTINE MARGARET | FINOP; FINOP/CFO | — |
| COLPITTS JOEL BRIAN | FINOP | — |
| MIXON STEPHEN FLETCHER | ROSFP | — |
| SUROVIK BRIAN KEITH | CCO AND COO; CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/30184/brochure
- Similar advisers: https://search.stillhousedata.com/firm/30184/similar
- Related entities: https://search.stillhousedata.com/firm/30184/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/30184

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.