Sanders Morris LLC
Sanders Morris LLC (CRD# 20580) is a financial advisory firm headquartered in Houston, TX. They manage $819,924,163 in 729 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management820MILLION
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Total Number of Accounts729ACCOUNTS
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Average Account Value$1,124,725
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
George Arnold (CRD# 1779940) is an Investment Advisor Representative working at Sanders Morris LLC in Houston, TX and has over 36 years of experience in the finance industry.
George Ball (CRD# 11332) is an Investment Advisor Representative working at Sanders Morris LLC in Houston, TX and has over 12 years of experience in the finance industry.
Donna Binion (CRD# 3081152) is an Investment Advisor Representative working at Sanders Morris LLC in Houston, TX and has over 25 years of experience in the finance industry.
Nancy Dixon (CRD# 2806279) is an Investment Advisor Representative working at Sanders Morris LLC in Dallas, TX and has over 26 years of experience in the finance industry.
Stephen Fitzpatrick (CRD# 2260159) is an Investment Advisor Representative working at Sanders Morris LLC in Dallas, TX and has over 7 years of experience in the finance industry.
Edward Hoffman (CRD# 4154319) is an Investment Advisor Representative working at Sanders Morris LLC in Dallas, TX and has over 18 years of experience in the finance industry.
Brede Klefos (CRD# 704008) is an Investment Advisor Representative working at Sanders Morris LLC in Houston, TX and has over 44 years of experience in the finance industry.
Erik Klefos (CRD# 1284228) is an Investment Advisor Representative working at Sanders Morris LLC in Houston, TX and has over 39 years of experience in the finance industry.
Erick Kuebler (CRD# 2319437) is an Investment Advisor Representative working at Sanders Morris LLC in Dallas, TX and has over 31 years of experience in the finance industry.
Stephen Mangold (CRD# 2359974) is an Investment Advisor Representative working at Sanders Morris LLC in Houston, TX and has over 30 years of experience in the finance industry.