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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