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SENDERO WEALTH MANAGEMENT, LLC
250 W. Nottingham
Suite 300
San Antonio, Texas 78209
Tel: 210-805-0171
About SENDERO WEALTH MANAGEMENT, LLC
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 2 offices throughout the country.
SENDERO WEALTH MANAGEMENT, LLC is a San Antonio, Texas based Financial Planning firm with nearly $3,926,223,849 assets under management, offering retirement planning & investment advisory services to 1517 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 145594 |
| SEC# | 801-68572 |
| Assets Managed by Firm | $3,926,223,849 |
| No. of Clients | 1517 |
| No. of Advisors | 37 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1517 | $3,926,223,849 |
| Individuals (other than high net worth individuals) | 106 | $32,332,800 |
| High net worth individuals | 164 | $2,530,052,713 |
| Pension and profit sharing plans | $2,847,600 | |
| Charitable organizations | 24 | $1,360,990,736 |
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