Unclaimed Profile

Julie K Gerron

SENDERO WEALTH MANAGEMENT, LLC·SAN ANTONIO, Texas

SIE, Series 7TO, Series 24, Series 65CFAClean record24 years registeredSENDERO WEALTH MANAGEMENT, LLC

250 W. NOTTINGHAM, SAN ANTONIO, TX 78209CRD# 4525156Firm CRD# 145594

Profile Verification

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

Identity

Julie K Gerron · SAN ANTONIO, TX

Registration

CRD #4525156 · SENDERO WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SENDERO WEALTH MANAGEMENT, LLC

Aug 2023 – present

DISCOVERY MANAGEMENT, LTD.

Apr 2002 – Jan 2004

DALLAS, TX

SMITH ASSET MANAGEMENT GROUP LP

Apr 2002 – Jan 2004

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 24

Series 65

Registration record

First registered · April 8, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SENDERO WEALTH MANAGEMENT, LLC

CRD 145594 · SEC 801-68572

AUM

$5.2B

Regulatory assets under management

Employees

1,757 client accounts

Services offered by SENDERO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SENDERO WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Julie K Gerron offer?

Julie K Gerron specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Julie K Gerron's credentials?

Julie K Gerron holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Julie K Gerron located?

Julie K Gerron is based in SAN ANTONIO, Texas, working with SENDERO WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Julie K Gerron charge for services?

Julie K Gerron's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SENDERO WEALTH MANAGEMENT, LLC?

SENDERO WEALTH MANAGEMENT, LLC has approximately 36 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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