Overview
Assets Under Management: $2.0 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 689
Average Client Assets: $661,651
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 689
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.52
Average High-Net-Worth Client Assets: $661,651
Total Client Accounts: 5,355
Discretionary Accounts: 5,355
Regulatory Filings
CRD Number: 42180
Filing ID: 1999679
Last Filing Date: 2025-06-24 13:07:00
Website: https://sunbeltsecurities.com