Jimenez Wealth Multifamily Offices LLC

  • Investment Bank/Securities Brokerage
  • San Antonio TX
  • 1 employee
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Company Overview

Headquarters
19201 Huebner Rd. Suite 100, San Antonio TX
Website
jimenezws.com
Employees
1
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$1B

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Who is Jimenez Wealth Multifamily Offices LLC

Jimenez Wealth Multifamily Offices LLC is a company based in San Antonio, Texas. It is a small business with a single employee. The company generates around $0.5 million in annual revenue. Jimenez Wealth Multifamily Offices LLC offers comprehensive financial, investment, and estate planning strategies tailored for entrepreneurs, both domestic and international. Their services encompass a wide range of financial needs, aiming to provide holistic solutions for their clients. Jimenez Wealth Strategies operates as a Doing Business As (DBA) name for Sequent Planning LLC, a Registered Investment Adviser (RIA). It's important to note that Jimenez Wealth Strategies itself is not a registered financial services company and operates independently from Sequent Planning. Sequent Planning LLC, Futurity First Wealth Management (a DBA), and Futurity First Insurance Group are wholly owned subsidiaries of Senior Market Sales. While Sequent Planning offers financial planning and investment advisory services, they do not provide insurance products, legal, tax, or accounting advice. Clients seeking such services should consult with appropriate specialists.

Company Leadership

Sergio Jiménez

CEO, Tax Planning Attorney

Phone Email
Sergio Jiménez

CEO, Tax Planning Attorney

Phone Email

Jimenez Wealth Multifamily Offices LLC Industry Tags

Investment Management
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FAQ

What is the location of Jimenez Wealth Multifamily Offices LLC's headquarters?
The headquarters of Jimenez Wealth Multifamily Offices LLC are situated at 19201 Huebner Rd. Suite 100, San Antonio TX
What is Jimenez Wealth Multifamily Offices LLC's official website?
The official website of Jimenez Wealth Multifamily Offices LLC can be found at jimenezws.com.
What is Jimenez Wealth Multifamily Offices LLC's current revenue?
As of January 2022, Jimenez Wealth Multifamily Offices LLC's annual revenue reached $1B.
How many employees does Jimenez Wealth Multifamily Offices LLC currently have?
Jimenez Wealth Multifamily Offices LLC employs 1 person as of January 2022
Who is the CEO, Tax Planning Attorney of Jimenez Wealth Multifamily Offices LLC?
Jimenez Wealth Multifamily Offices LLC's CEO, Tax Planning Attorney is Sergio Jiménez
What are Jimenez Wealth Multifamily Offices LLC's industry tags?
Jimenez Wealth Multifamily Offices LLC's industry tags include: Investment Management

Employee Directory

Key Employees

Carlos A.

Executive Vice President

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Maira Jacqueline

Director of Operations

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