Sunbelt Securities

Sunbelt Securities (CRD# 42180) is a financial advisory firm headquartered in Houston, TX. They manage $1,907,600,674 in 4,727 accounts and serve the financial needs of clients across 37 states (or territories).

Current Firm Details
2700 Post Oak Blvd Ste 1700, Houston, TX 77056
https://www.hbpartnersllc.com
By the Numbers
  • Total Assets Under Management
    1,908
    MILLION
  • Total Number of Accounts
    4,727
    ACCOUNTS
  • Average Account Value
    $403,554
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Sunbelt Securities
No Advisor Found.
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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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