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