Michael
Saenz
Stirlingshire Investments
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About this Advisor
Michael Saenz is a financial advisor based in Houston, Texas, working with Stirlingshire Investments. Michael has previously held positions at Musket Corp, Student, United Planners, Vopak, and Stirlingshire Investments. Michael has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Michael is part of Stirlingshire Investments, which operates out of Houston, Texas. The firm has 11 employees and manages assets totaling $37.0 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Stirlingshire Investments includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stirlingshire Investments Brokerage Details
$36,957,914
11
97
$381,009
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Saenz Work History
Vopak
Stirlingshire Investments
Musket Corp
United Planners
Student
Student
Disclosures
Please visit the SEC profile of Michael Saenz 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 Stirlingshire Investments
New York, NY
New York, NY
The Woodlands, TX
New York, NY
New York, NY
New York, NY
Houston, TX
New York, NY
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