Unclaimed Profile

Heinrich Grobler

SALIENT PRIVATE CLIENT, LLC·HOUSTON, Texas

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record13 years registeredSALIENT PRIVATE CLIENT, LLC

4265 SAN FELIPE STREET, HOUSTON, TX 77027CRD# 5908779Firm CRD# 288687

Profile Verification

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

Identity

Heinrich Grobler · HOUSTON, TX

Registration

CRD #5908779 · SALIENT PRIVATE CLIENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

SUNBELT SECURITIES

Jul 2021 – present

HIGHTOWER PRIVATE CLIENT

Oct 2019 – Dec 2019

HOUSTON, TX

HIGHTOWER ADVISORS, LLC

Nov 2018 – Nov 2020

Houston, TX

HIGHTOWER PRIVATE CLIENT

Aug 2017 – Dec 2018

HOUSTON, TX

SALIENT CAPITAL ADVISORS, LLC

Jun 2013 – Oct 2017

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · June 27, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SALIENT PRIVATE CLIENT, LLC

CRD 288687 · SEC 801-110732

AUM

$190M

Regulatory assets under management

Employees

46 client accounts

Services offered by SALIENT PRIVATE CLIENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SALIENT PRIVATE CLIENT, LLC →

Introduction

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Frequently Asked Questions

What services does Heinrich Grobler offer?

Heinrich Grobler specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Heinrich Grobler's credentials?

Heinrich Grobler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heinrich Grobler located?

Heinrich Grobler is based in HOUSTON, Texas, working with SALIENT PRIVATE CLIENT, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Heinrich Grobler charge for services?

Heinrich Grobler's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SALIENT PRIVATE CLIENT, LLC?

SALIENT PRIVATE CLIENT, LLC has approximately 3 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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