S & D FINANCIAL, L.L.C. of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 332415). Regulatory assets under management: $134.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Dana William Dunkelberger | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | — |
| Sabrina Lennhoff Brown | CHIEF OPERATING OFFICER | — |
| Tyler Robert Dunkelberger | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |