Segment Wealth Management, LLC
Segment Wealth Management, LLC (CRD# 164877) is a financial advisory firm headquartered in Houston, TX. They manage $622,340,877 in 150 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management622MILLION
Total Number of Accounts150ACCOUNTS
Average Account Value$4,148,939
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Gil Baumgarten (CRD# 1373434) is an Investment Advisor Representative working at Segment Wealth Management, LLC in Houston, TX and has over 32 years of experience in the finance industry.