Daniel
Connally

Fayez Sarofim & Co

CRD#4982932
Investment Advisor
in Houston, TX

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About this Advisor

Daniel Connally is a financial advisor based in Houston, Texas, working with Fayez Sarofim & Co. Daniel has previously held a position at Fayez Sarofim & Co and is registered to provide services in Texas. Currently, Daniel is part of Fayez Sarofim & Co, which operates out of Houston, Texas. The firm has 52 employees and manages assets totaling $31.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Fayez Sarofim & Co includes asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Two Houston Center 2907
Houston, TX 77010

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Fayez Sarofim & Co Brokerage Details

Total Assets Under Management

$31,426,186,064

TX Average: $3,042,739,679
Total Number of Employees

52

TX Average: 49
Total Number of Accounts

3,056

TX Average: 2,315
Average Account Size

$10,283,438

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Daniel Connally Work History

2006 - Present (18 years)

Fayez Sarofim & Co

Disclosures

Please visit the SEC profile of Daniel Connally 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 Fayez Sarofim & Co

Vernon Perry
Houston, TX
David Searls
Houston, TX
Anthony Gracely
Houston, TX
Christopher Sarofim
Houston, TX
Matthew Altenau
Houston, TX
William Lee Jr.
Houston, TX
Andrew Ziccardi
Houston, TX
Alan Christensen
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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