Elizabeth Crawford (CRD# 3235803) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 11 years of experience in the finance industry.
CRD# 5475794
J.p. Morgan Securities LLC
CRD# 2084737
Iht Wealth Management LLC
CRD# 6911909
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sendero Wealth Management, LLC | San Antonio, TX | Mar 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
- TX
-
Total Assets Under Management5,219MILLIONS
-
Total Number of Accounts1,757ACCOUNTS
-
Average Account Value$2,970,158
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
LA, NH, NM, TX
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