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).

By the Numbers
  • Total Assets Under Management
    820
    MILLION
  • Total Number of Accounts
    729
    ACCOUNTS
  • Average Account Value
    $1,124,725
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sanders Morris LLC
Showing 11 - 13 of 13 top financial advisors.
11
Lane Moore
CRD#: 6444928
5950 Sherry Lane, Suite 470, Dallas, TX 75225

Lane Moore (CRD# 6444928) is an Investment Advisor Representative working at Sanders Morris LLC in Dallas, TX and has over 8 years of experience in the finance industry.

12
Sumeet K. Rai
CRD#: 2366923
600 Travis, Suite 5900, Houston, TX 77002

Sumeet Rai (CRD# 2366923) is an Investment Advisor Representative working at Sanders Morris LLC in Houston, TX and has over 30 years of experience in the finance industry.

13
Donald A. Sanders
CRD#: 410116
600 Travis, Suite 5900, Houston, TX 77002

Donald Sanders (CRD# 410116) is an Investment Advisor Representative working at Sanders Morris LLC in Houston, TX and has over 42 years of experience in the finance industry.

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