Edward HartCRD Number: 2215591
Current Firm: Sendero Wealth Management, LLC
Edward Hart (CRD# 2215591) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 23 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
|Sendero Wealth Mgmt. LLC||San Antonio, TX||Mar 2012 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1999|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
Total Assets Under Management3,926MILLIONS
Total Number of Accounts1,517ACCOUNTS
Average Account Value$2,588,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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