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SUNBELT SECURITIES
HOUSTON, TX
713-965-9510
SEC #801-71479Total AUM
$2B
Employees
68Clients
5,355Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2700 POST OAK BLVD STE 1700
HOUSTON
TX 77056
United States
HOUSTON
TX 77056
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Monday - Friday
Phone
713-965-9510
Other Offices
18
Financials
Total AUM
$2B
Accounts
5,355Discretionary
$2B
Accounts
5,355Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
4,572AUM
$1.5B
HNW Individual Clients
689AUM
$455.9M
Pension/Profit Sharing Plan Clients
78AUM
$17.5M
Charitable Organization Clients
5AUM
$1.4M
Corporation or Business Clients
11AUM
$78.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.