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 a limited liability company that registered with the SEC in 2008. FINTRX classifies the firm as unclassified and lists its owner type as a mix of a domestic entity and an individual. The snapshot shows limited public disclosure about the firm’s specific business lines, client mix, fee schedules, or advisory activities. The firm is not identified as a capital allocator, is not an active ESG investor, and is not flagged as a multi‑state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
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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