Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
76 clients
Average Client Portfolio
$400K average
Assets Under Management
$30.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

8000 Ih 10 West, Suite 1500, San Antonio, TX, 78230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rozanne is the Secretary/Treasurer of SENSUS Entertainment Group, LLC. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Sensus Wealth Management Group LLC
February 2014 - Present · 12 yrs
Previous Registrations
Investment Professionals, INC.
September 2004 - December 2013 · 9 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.