Sendero Securities, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
San Antonio, Texas
CRD number
146627
Registered since
June 4, 2008

Firm profile

FINTRX

Overview

Sendero Securities, LLC is organized as a limited liability company and has been SEC-registered since 2008. FINTRX classifies the firm as "Unclassified" and identifies its owner type as a domestic entity/individual. The firm is not flagged as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. It is also not marked as newly formed, a pension consultant, or a related adviser in the FINTRX record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mary Johnson

    Mary Johnson

    CoordinatorCRD 2753946

Contacts

3 of 13
  • Julie Gerron

    Julie Gerron

    General CounselCRD 4525156

  • Jared Hunt

    Jared Hunt

    Portfolio ManagerCRD 6552818

  • Diane Connor

    Operations AssociateCRD 6196336

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
250 W Nottingham Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth