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 as of 2008. FINTRX classifies the firm as unclassified and lists its ownership as a domestic entity/individual. The profile in the dataset flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not supply detailed descriptions of Sendero Securities’ advisory activities, client types, fee structure, or investment focus in the data provided. The absence of those fields in the record means there is no firm-level public profile in this source that outlines investment strategy, target clients, or service offerings.
Assets & Accounts
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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