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Sheila Holmes Bellow

SANDERS MORRIS HARRIS INC.·HOUSTON, Texas
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600 TRAVIS, HOUSTON, TX 77002-3003CRD# 2783394Firm CRD# 20580
01

About

Sheila Holmes Bellow is a registered financial advisor based in HOUSTON, Texas, affiliated with SANDERS MORRIS HARRIS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SANDERS MORRIS LLC
SANDERS MORRIS LLC
AUM
$820M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at SANDERS MORRIS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2783394
Firm CRD# 20580
7 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sheila Holmes Bellow offer?
Sheila Holmes Bellow specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Sheila Holmes Bellow's credentials?
Sheila Holmes Bellow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheila Holmes Bellow located?
Sheila Holmes Bellow is based in HOUSTON, Texas, working with SANDERS MORRIS HARRIS INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Sheila Holmes Bellow charge for services?
Sheila Holmes Bellow'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 SANDERS MORRIS HARRIS INC.?
SANDERS MORRIS HARRIS INC. has approximately 28 employees and manages $820M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
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Research
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