250 W. Nottingham
Suite 300
San Antonio, Texas 78209
Tel: 210-805-0171
SENDERO WEALTH MANAGEMENT, LLC, formally registered with the SEC as SENDERO WEALTH MANAGEMENT, LLC. The firm was established in 11/30/2007. They have over 4 offices throughout the country.
SENDERO WEALTH MANAGEMENT, LLC is a San Antonio, Texas based Financial Planning firm with nearly $5,218,567,363 assets under management, offering retirement planning & investment advisory services to 1757 clients. The firm is staffed with 36 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 145594 |
SEC# | 801-68572 |
Assets Managed by Firm | $5,218,567,363 |
No. of Clients | 1757 |
No. of Advisors | 36 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1757 | $5,218,567,363 |
Individuals (other than high net worth individuals) | 105 | $32,117,545 |
High net worth individuals | 186 | $2,909,136,437 |
Pension and profit sharing plans | Fewer than 5 clients | $3,471,260 |
Charitable organizations | 28 | $2,201,551,419 |
Corporations or other businesses | 6 | $72,290,702 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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