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SUNBELT SECURITIES
2700 Post Oak Blvd Ste 1700
Houston, Texas 77056
Tel: 713-965-9510
About SUNBELT SECURITIES
SUNBELT SECURITIES, formally registered with the SEC as SUNBELT SECURITIES. The firm was established in 06/24/2010. They have over 14 offices throughout the country.
SUNBELT SECURITIES is a Houston, Texas based Financial Planning firm with nearly $1,907,600,674 assets under management, offering retirement planning & investment advisory services to 4727 clients. The firm is staffed with 67 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 42180 |
| SEC# | 801-71479 |
| Assets Managed by Firm | $1,907,600,674 |
| No. of Clients | 4727 |
| No. of Advisors | 67 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4727 | $1,907,600,674 |
| Individuals (other than high net worth individuals) | 4149 | $1,638,982,342 |
| High net worth individuals | 423 | $221,774,097 |
| Pension and profit sharing plans | 139 | $35,639,070 |
| Charitable organizations | 3 | $1,267,605 |
| Corporations or other businesses | 13 | $9,937,560 |
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