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Lori Kaye Darchicourt

SENDERO WEALTH MANAGEMENT, LLC·SAN ANTONIO, Texas
Series 27Clean recordSENDERO WEALTH MANAGEMENT, LLC
250 W. NOTTINGHAM, SAN ANTONIO, TX 78209CRD# 6923033Firm CRD# 145594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lori Kaye Darchicourt · SAN ANTONIO, TX
Registration
CRD #6923033 · SENDERO WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SENDERO WEALTH MANAGEMENT, LLC
CRD 145594 · SEC 801-68572
AUM
$5.2B
Regulatory assets under management
Employees
36
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 Lori Kaye Darchicourt offer?
Lori Kaye Darchicourt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Lori Kaye Darchicourt's credentials?
Lori Kaye Darchicourt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Kaye Darchicourt located?
Lori Kaye Darchicourt 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 Lori Kaye Darchicourt charge for services?
Lori Kaye Darchicourt'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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Other Advisors at SENDERO WEALTH MANAGEMENT, LLC

Elizabeth Flavin Crawford
SAN ANTONIO, TX
Lisa Gayle Kahn-Smith
SAN ANTONIO, TX
Julie K Gerron
SAN ANTONIO, TX
CFA
Thomas Andrew Carter
SAN ANTONIO, TX
CFA
Edward Austin Hart
SAN ANTONIO, TX
Frederick Warren Middleton
SAN ANTONIO, TX

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