Segment Wealth Management, LLC

Segment Wealth Management, LLC (CRD# 164877) is a financial advisory firm headquartered in Houston, TX. They manage $477,057,636 in 142 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    477
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $3,359,561
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Segment Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gil A. Baumgarten
CRD#: 1373434
3040 Post Oak Blvd., Ste. 1000a, Houston, TX 77056
93
Wealthminder
score

Gil Baumgarten (CRD# 1373434) is an Investment Advisor Representative working at Segment Wealth Management, LLC in Houston, TX and has over 31 years of experience in the finance industry.

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