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 is registered with the SEC as of 2008. FINTRX classifies the firm as unclassified and lists its ownership as a domestic entity/individual. The profile in the dataset flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not supply detailed descriptions of Sendero Securities’ advisory activities, client types, fee structure, or investment focus in the data provided. The absence of those fields in the record means there is no firm-level public profile in this source that outlines investment strategy, target clients, or service offerings.

Assets & Accounts

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

FINTRX

Recent filings

FINTRX

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