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FAYEZ SAROFIM & CO.
Two Houston Center
2907
Houston, Texas 77010
Tel: 713-654-4484
About FAYEZ SAROFIM & CO.
FAYEZ SAROFIM & CO, formally registered with the SEC as FAYEZ SAROFIM & CO. The firm was established in 07/16/1958. They have over 1 offices throughout the country.
FAYEZ SAROFIM & CO. is a Houston, Texas based Financial Planning firm with nearly $28,992,003,378 assets under management, offering retirement planning & investment advisory services to 3129 clients. The firm is staffed with 51 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 106584 |
| SEC# | 801-1725 |
| Assets Managed by Firm | $28,992,003,378 |
| No. of Clients | 3129 |
| No. of Advisors | 51 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3129 | $28,992,003,378 |
| Individuals (other than high net worth individuals) | 2608 | $1,309,947,761 |
| High net worth individuals | 282 | $11,340,593,326 |
| Pension and profit sharing plans | 9 | $277,168,568 |
| Charitable organizations | 96 | $4,372,073,748 |
| Corporations or other businesses | 125 | $8,164,825,119 |
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