AdvisorCensus / Financial advisors / Texas / Houston, TX / SEI Private Trust Company
Financial advisors in Houston, TX using SEI Private Trust Company
3 SEC-registered investment advisory firms headquartered in the Houston, TX metro area name SEI Private Trust Company as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Eagle Global Advisors LLC | Houston | SEC-registered investment adviser | $1 billion to $5 billion |
| Sarofim Trust Co | Houston | SEC-registered investment adviser | Over $5 billion |
| Strategic Advisory Services, L.L.C. | Houston | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. SEI Private Trust Company nationwide
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AdvisorCensus. Financial advisors in Houston, TX using SEI Private Trust Company. https://advisorcensus.com/advisors/tx/houston/custodians/sei-private-trust https://advisorcensus.com/advisors/tx/houston/custodians/sei-private-trust