Elizabeth
Buckthal Chilton
Sendero Wealth Management, LLC
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About this Advisor
Elizabeth Buckthal Chilton is a chartered financial analyst operating in San Antonio, Texas with 9 years of industry experience. Buckthal Chilton is currently employed by Sendero Wealth Management, LLC. Their career trajectory has included roles at Sendero Wealth Management, LLC and South Texas Money Manager. Buckthal Chilton holds a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Texas. Sendero Wealth Management, LLC is a business headquartered in San Antonio, TX. The investment advisory business has a total of 32 advisors. It administers $4 billion in assets among its 1,517 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 24 charitable organizations. Of its 1,517 customer accounts, 56% belong to high-net-worth investors who have at least $1 million in assets. Sendero Wealth Management, LLC offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees depend on the type of services. Fees charged by Sendero Wealth Management, LLC can include 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
Elizabeth Buckthal Chilton Work History
Elizabeth has been registered as a financial advisor for 9 years.*
Sendero Wealth Management, LLC
Sendero Wealth Management, LLC
South Texas Money Manager
*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 Elizabeth Buckthal Chilton 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
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