Unclaimed Profile

Alan Robert Christensen

FAYEZ SAROFIM & CO., LLC·HOUSTON, Texas

Clean record16 years registeredFAYEZ SAROFIM & CO., LLC

TWO HOUSTON CENTER, HOUSTON, TX 77010CRD# 5404108Firm CRD# 106584

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alan Robert Christensen · HOUSTON, TX

Registration

CRD #5404108 · FAYEZ SAROFIM & CO., LLC · 16 years registered

Brand Profile

Not yet started

Career History

FAYEZ SAROFIM & CO.

Jun 2010 – present

SAROFIM INTERNATIONAL MANAGEMENT CO

Jun 2010 – present

SAROFIM TRUST CO

Jun 2010 – present

SAROFIM ADVISORS GROUP INC

Jun 2010 – Mar 2014

HOUSTON, TX

Registrations & Exams

Registration record

First registered · June 2, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAYEZ SAROFIM & CO., LLC

CRD 106584 · SEC 801-1725

AUM

$31.4B

Regulatory assets under management

Employees

3,056 client accounts

Services offered by FAYEZ SAROFIM & CO., LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at FAYEZ SAROFIM & CO., LLC →

Introduction

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Frequently Asked Questions

What services does Alan Robert Christensen offer?

Alan Robert Christensen specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are Alan Robert Christensen's credentials?

Alan Robert Christensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Robert Christensen located?

Alan Robert Christensen is based in HOUSTON, Texas, working with FAYEZ SAROFIM & CO., LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Alan Robert Christensen charge for services?

Alan Robert Christensen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAYEZ SAROFIM & CO., LLC?

FAYEZ SAROFIM & CO., LLC has approximately 52 employees and manages $31.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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