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 an Illinois-registered limited liability company that appears in SEC records as having registered in 2008. Publicly available profile fields are sparse: the firm is listed as an unclassified adviser, owned by a domestic entity and an individual, and is not identified as a multi-state adviser, related adviser, or newly formed adviser. FINTRX does not provide detail on the firm’s advisory services, client segments, or fee schedules.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

    CoordinatorCRD 2753946

Contacts

3 of 13
  • JULIE GERRON

    General CounselCRD 4525156

  • JARED HUNT

    Portfolio ManagerCRD 6552818

  • DIANE CONNOR

    Operations AssociateCRD 6196336

Unlock 10 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth