SANDERS MORRIS LLC

HOUSTON, Texas·15 registered advisors·CRD# 20580
SEC# 801-663001713-224-3100
01

Firm Overview

AUM
$820M
Regulatory assets under management
Employees
28
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at SANDERS MORRIS LLC

15 registered advisors
Aaron Ray Rowe
HOUSTON, Texas
Arthur Haag Sherman
HOUSTON, Texas
David William Block
HOUSTON, Texas
Erick George Revelle Kuebler
HOUSTON, Texas
George Lester Ball
HOUSTON, Texas
Michael Robert Schaps
HOUSTON, Texas
Paul Douglas Lyons
HOUSTON, Texas
Ricky Lane Berry
HOUSTON, Texas
Russell Jan Lessard
HOUSTON, Texas
Samuel Ii Guardiola
HOUSTON, Texas
Sheila Holmes Bellow
HOUSTON, Texas
Stephen Michael Mangold
HOUSTON, Texas
Susan Eva Bailey
HOUSTON, Texas
Thomas John Jr Lykos
HOUSTON, Texas
Thomas Nathan Jencks
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
15 advisors

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Data sourced from SEC Form ADV filings. SANDERS MORRIS LLC (CRD# 20580) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.