Segment Wealth Management is an investment advisor in Houston with $1.21 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
371702821
SEC advisor number
801-77071
FINRA CRD number
164877
AUM ?
$1.41 bn
(as of 15 Mar 24)
Accounts
1,044
(as of 15 Mar 24)
Employees
9
(4 investment advisory or research)
Address
Segment Wealth Management
3040 POST OAK BLVD.
SUITE 1725
HOUSTON
TX 77056
3040 POST OAK BLVD.
SUITE 1725
HOUSTON
TX 77056
Phone
713-800-7151
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Aug 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22