Ralph
Thomas
Sarofim Trust Co
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About this Advisor
Ralph Thomas is a chartered investment counselor operating in Houston, Texas with a total of 29 years of relevant experience. Thomas works at Sarofim Trust Co. During their career, the advisor has held roles at Fayez Sarofim & Co, Sarofim Trust Co, Sarofim Advisors Group, Inc and Sarofim International Management Company. Thomas maintains a Series 63 license, qualifying them as a securities agent, and is able to advise clients in Texas. Sarofim Trust Co is a financial advisory company operating out of Houston, TX. It controls $812 million in total assets between its 29 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides financial advice to two charities and foundations. Of its 29 client accounts, 79% belong to high-net-worth individuals who have greater than $1 million in investable assets. Sarofim Trust Co performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advisory services usually are based on the services provided. However, fee types billed by Sarofim Trust Co typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sarofim Trust Co Brokerage Details
$811,494,941
25
29
$27,982,584
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Ralph Thomas Work History
Ralph has been registered as a financial advisor for 29 years.*
Sarofim Advisors Group, Inc
Sarofim International Management Company
Fayez Sarofim & Co
Sarofim Trust Co
*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 Ralph Thomas 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 Sarofim Trust Co
Houston, TX
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