PAX FINANCIAL GROUP, LLC

HTTPS://TWITTER.COM/PAXFINANCIALGRP?LANG=EN SAN ANTONIO, TX Investment Advisor How do I update this listing?

PAX Financial Group is based out of San Antonio. PAX Financial Group is a large advisory firm with 1179 clients and discretionary assets under management (AUM) of $296,993,194 (Form ADV from 2019-05-31). Their last reported 13F filing for Q4 2019 included $233,693,000 in managed 13F securities and a top 10 holdings concentration of 52.07%. PAX Financial Group's largest holding is iShares Core S&P 500 ETF with shares held of 111,801. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

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12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 4.36%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

PAX FINANCIAL GROUP
270 NORTH LOOP 1604 EAST SUITE 200
SAN ANTONIO TX    78232
Country: United States

Business Phone: 210-881-5700
Fax: 210-881-5698
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TX
Number of employees: 21
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 296,993,000
Total Number of Clients: 1179
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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