SEGMENT WEALTH MANAGEMENT, LLC

HOUSTON, Texas·1 registered advisor·CRD# 164877
SEC# 801-770710713-800-7150
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
9
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at SEGMENT WEALTH MANAGEMENT, LLC

1 registered advisor
Gil A Baumgarten
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
1 advisor

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Data sourced from SEC Form ADV filings. SEGMENT WEALTH MANAGEMENT, LLC (CRD# 164877) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.