Segment Wealth Management, LLC

Segment Wealth Management, LLC (CRD# 164877) is a financial advisory firm headquartered in Houston, TX. They manage $1,410,130,134 in 1,044 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3040 Post Oak Blvd., Ste. 1725, Houston, TX 77056
https://wikitia.com/wiki/segment_wealth_management,_llc
By the Numbers
  • Total Assets Under Management
    1,410
    MILLION
  • Total Number of Accounts
    1,044
    ACCOUNTS
  • Average Account Value
    $1,350,699
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
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 Baumgarten, financial advisor Houston TX
Gil A. Baumgarten
CRD#: 1373434
3040 Post Oak Blvd., Ste. 1725, Houston, TX 77056

Gil Baumgarten (CRD# 1373434) is an Investment Advisor Representative working at Segment Wealth Management, LLC in Houston, TX and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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