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SEGMENT WEALTH MANAGEMENT, LLC
3040 Post Oak Blvd.
Ste. 1725
Houston, Texas 77056
Tel: 713-800-7150
About SEGMENT WEALTH MANAGEMENT, LLC
SEGMENT WEALTH MANAGEMENT, LLC, formally registered with the SEC as SEGMENT WEALTH MANAGEMENT, LLC. The firm was established in 08/27/2012. They have over 1 offices throughout the country.
SEGMENT WEALTH MANAGEMENT, LLC is a Houston, Texas based Financial Planning firm with nearly $1,410,130,134 assets under management, offering retirement planning & investment advisory services to 1044 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164877 |
| SEC# | 801-77071 |
| Assets Managed by Firm | $1,410,130,134 |
| No. of Clients | 1044 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1044 | $1,410,130,134 |
| Individuals (other than high net worth individuals) | 63 | $21,870,681 |
| High net worth individuals | 155 | $1,359,580,043 |
| Pension and profit sharing plans | 5 | $11,083,428 |
| Charitable organizations | Fewer than 5 clients | $17,595,982 |
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