PAX Financial is an investment advisor in San Antonio with $494.84 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
208206897
SEC advisor number
801-107918
FINRA CRD number
284164
AUM ?
$600.06 mm
(as of 13 Mar 24)
Accounts
4,098
(as of 13 Mar 24)
Employees
24
(11 investment advisory or research)
Address
PAX Financial
270 N LOOP 1604 E
SUITE 200
SAN ANTONIO
TX 78232
270 N LOOP 1604 E
SUITE 200
SAN ANTONIO
TX 78232
Phone
210-881-5700
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21