Statesman Corporate Finance, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
142327
Registered since
March 15, 2007

Firm profile

FINTRX

Overview

Statesman Corporate Finance, LLC is organized as a limited liability company and is registered with the SEC since 2007. The firm is classified in the dataset as an investment bank rather than a traditional registered investment adviser or asset manager. Ownership is listed as individual ownership. The profile indicates that the firm does not function as a capital allocator and is not active on ESG investing initiatives.

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

Contacts

3 of 17
  • David Sargent

    David Sargent

    Senior AdvisorCRD 1073121

  • Phillip Wilhite

    Phillip Wilhite

    DirectorCRD 5642137

  • Walter Tomlinson

    Walter Tomlinson

    PrincipalCRD 5241949

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1900 West Loop S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth