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William David Hanna

SAROFIM TRUST CO·HOUSTON, Texas
Unclaimed Profile
TWO HOUSTON CENTER, HOUSTON, TX 77010-1014CRD# 6317237Firm CRD# 106590
01

About

William David Hanna is a registered financial advisor based in HOUSTON, Texas, affiliated with SAROFIM TRUST CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SAROFIM TRUST CO
AUM
$7.1B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at SAROFIM TRUST CO →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6317237
Firm CRD# 106590
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William David Hanna offer?
William David Hanna specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are William David Hanna's credentials?
William David Hanna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William David Hanna located?
William David Hanna is based in HOUSTON, Texas, working with SAROFIM TRUST CO. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does William David Hanna charge for services?
William David Hanna'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 SAROFIM TRUST CO?
SAROFIM TRUST CO has approximately 28 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in TexasNational Fee Analysis
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