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SAROFIM REALTY ADVISORS LLC

Two Houston Center, Suite 2907
Houston, Texas 77010
Tel: 713-654-4484

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About SAROFIM REALTY ADVISORS LLC

SAROFIM REALTY ADVISORS LLC, formally registered with the SEC as SAROFIM REALTY ADVISORS LLC. The firm was established in 11/16/1993. They have over 1 offices throughout the country.

SAROFIM REALTY ADVISORS LLC is a Houston, Texas based Financial Planning firm with nearly $1,885,142,360 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106931
SEC#801-44655
Assets Managed by Firm$1,885,142,360
No. of Clients6
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total6$1,885,142,360
Pension and profit sharing plans2$791,558,442
Corporations or other businesses1$42,958,454

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