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 has been SEC-registered since 2008. FINTRX classifies the firm as unclassified and lists the owner type as a combination of a domestic entity and individual ownership. The record indicates the firm does not act as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. FINTRX does not supply descriptive detail about the firm’s advisory activities, client segments, or fee model.
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
Frederick Middleton
Chairman EmeritusCRD 333839

Thomas Yager
Investment AdvisorCRD 6090864

Ariel Palomo
Senior Client Relationship SpecialistCRD 4900968
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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