William Joseph Barnes

S.B. Value Partners, L.P.

2 Years of Experience

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Areas of Practice

Investment Management

S.B. Value Partners, L.P.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

63 clients

Average Client Portfolio

$79.4M average

Assets Under Management

$5.0B

Fee Structure

Financial Planning:Investment management only

Location

1903 San Pedro Avenue, San Antonio, TX, 78212

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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.

Employment History

Current Registrations

S.B. Value Partners, L.P.

April 2023 - Present · 2 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.