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Last updated: December 6th, 2019. Data source: SEC filings.
Segment Wealth Management, federally registered in 2012, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 1 advisors. Segment Wealth Management manages $607.4 million and provides investment advisory services for 189 clients (1:189 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||7|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$3,213,618|
|Total AUM||$607.4 million|
|Advisor / Client Ratio||1:189|
|SEC Filings||Forms and Brochures (CRD # 164877)|
|State(s) Registered||LA, TX|