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 since 2008. Public disclosures about its business model, advisory services, fee schedules and target client base are minimal. The firm is classified as unclassified in the source data and is listed as owned by a domestic entity and an individual. It is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state or newly formed adviser. The record also indicates it is not a pension consultant and has no related adviser designation.

Assets & Accounts

Location & Offices

Investment profile

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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

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Recent M&A activity

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Recent filings

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Awards

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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