President · Sather Financial Group, Inc.
Warren A. Udd
CRD 4929353 · Named on Form ADV at one SEC-registered adviser
At a glance
Sather Financial Group, Inc., an SEC-registered wealth manager based in Victoria, TX with $2.3 billion in regulatory assets, lists Warren A. Udd on its Form ADV as President, a control person.
Firms and roles
- Sather Financial Group, Inc.PresidentWealth manager · Victoria, TX · $2.3B in regulatory assets
AtlasMembers
Warren’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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- Control-person status
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- When each role began
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Colleagues named on the same filings
- David S. SatherCEO and Chief Compliance Officer, Sather Financial Group, Inc.
- Jonathan M. ZahradkaVice President, Sather Financial Group, Inc.
- Tammy C. KimbroughShareholder, Sather Financial Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Warren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.