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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 $31,426,186,064 assets under management, offering retirement planning & investment advisory services to 3056 clients. The firm is staffed with 52 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106584 |
| SEC# | 801-1725 |
| Assets Managed by Firm | $31,426,186,064 |
| No. of Clients | 3056 |
| No. of Advisors | 52 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3056 | $31,426,186,064 |
| Individuals (other than high net worth individuals) | 2535 | $1,566,527,695 |
| High net worth individuals | 281 | $12,118,964,960 |
| Pension and profit sharing plans | 9 | $322,015,680 |
| Charitable organizations | 99 | $5,046,696,492 |
| Corporations or other businesses | 123 | $8,127,959,402 |
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