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Member · Pax Financial Group

Laura L. Simpson

CRD 5236307 · Named on Form ADV at one SEC-registered adviser

At a glance

Pax Financial Group, an SEC-registered wealth manager based in SAN Antonio, TX with $747 million in regulatory assets, lists Laura L. Simpson on its Form ADV as Member.

Firms and roles

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Laura’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (13)

8 more people named with Laura on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Laura’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.