Camille
Pittman
Sendero Wealth Management, LLC
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About this Advisor
Camille Pittman is a certified financial planner and chartered financial analyst operating out of San Antonio, Texas who has 2 years of industry experience. Pittman is currently employed by Sendero Wealth Management, LLC. Throughout their career, they have worked at Sendero Wealth Management, University Of Richmond, Thompson, Siegel & Walmsley, Workaway, Andela and Billfloat Inc, Dba Smartbiz Loans. Pittman is registered to serve investors in Texas. Sendero Wealth Management, LLC is a financial advisory firm headquartered in San Antonio, TX. The investment advisory business has a total of 32 financial advisors. It oversees $4 billion in assets under management between its 1,517 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 24 charities and foundations. Of its 1,517 accounts, 56% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on the type of financial services. Fee types billed by Sendero Wealth Management, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sendero Wealth Management, LLC Brokerage Details
$3,926,223,849
32
1,517
$2,588,150
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Camille Pittman Work History
Camille has been registered as a financial advisor for 2 years.*
Sendero Wealth Management
Billfloat Inc, Dba Smartbiz Loans
Andela
Workaway
Thompson, Siegel & Walmsley
University Of Richmond
University Of Richmond
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Camille Pittman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sendero Wealth Management, LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
