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SAROFIM TRUST CO
Two Houston Center
Suite 2907
Houston, Texas 77010-1014
Tel: 713-654-4484
About SAROFIM TRUST CO
SAROFIM TRUST CO, formally registered with the SEC as SAROFIM TRUST CO. The firm was established in 04/13/1978. They have over 1 offices throughout the country.
SAROFIM TRUST CO is a Houston, Texas based Financial Planning firm with nearly $7,136,147,196 assets under management, offering retirement planning & investment advisory services to 49 clients. The firm is staffed with 28 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106590 |
| SEC# | 801-13773 |
| Assets Managed by Firm | $7,136,147,196 |
| No. of Clients | 49 |
| No. of Advisors | 28 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (TRUST SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 49 | $7,136,147,196 |
| High net worth individuals | 38 | $4,580,312,479 |
| Pension and profit sharing plans | 1 | $216,402,893 |
| Charitable organizations | 7 | $2,107,761,147 |
| Corporations or other businesses | 3 | $231,670,677 |
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