Sendero Securities, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 146627
- Registered since
- June 4, 2008
- Website
- sendero.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Mary Johnson
CoordinatorCRD 2753946
Contacts
3 of 13
Julie Gerron
General CounselCRD 4525156

Jared Hunt
Portfolio ManagerCRD 6552818
Diane Connor
Operations AssociateCRD 6196336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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