Robert
Sanders

Warwick Partners

CRD#2793584
Investment Advisor
in Bryan, TX

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About this Advisor

Robert Sanders is a financial advisor based in Bryan, Texas, working with Warwick Partners. Robert has previously held a position at Warwick Investment Management, Inc. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Robert is part of Warwick Partners, which operates out of Bryan, Texas. The firm has 8 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Warwick Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4444 Carter Creek Parkway Suite 109
Bryan, TX 77802

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Warwick Partners Brokerage Details

Total Assets Under Management

$1,711,025,430

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

8

TX Average: 49
Total Number of Accounts

901

TX Average: 2,315
Average Account Size

$1,899,029

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Robert Sanders Work History

2003 - Present (21 years)

Warwick Investment Management, Inc

Disclosures

Please visit the SEC profile of Robert Sanders 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 Warwick Partners

Grant Stucki
Bryan, TX
Robert Sanders
Bryan, TX
Clarence Glover
Bryan, 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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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.

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