Steven
Henriksen

Vaughan Nelson Investment Management, L.P

CRD#1088612
Investment Advisor
in Houston, TX

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About this Advisor

Steven Henriksen is a financial advisor working in Houston, Texas who has 27 years of industry experience. Henriksen is an advisor for Vaughan Nelson Investment Management, L.P. They have been employed by Vaughan Nelson Investment Management, L.p for their total career. Henriksen maintains a Series 63 license, qualifying them as a securities representative, and can work in Texas. Vaughan Nelson Investment Management, L.P is a registered investment business that has its headquarters in Houston, TX. It has a total of 51 advisors. It oversees $12 billion in assets under management between its 423 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 76 charities and foundations. Of its 423 customer accounts, 43% belong to high-net-worth investors who have greater than $1 million in assets. The company has a diverse range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules typically are based on which services are provided. Fee types charged by Vaughan Nelson Investment Management, L.P likely consist of asset-based and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

27 years

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, Performance-based Fees

Office Location

600 Travis Suite 6300
Houston, TX 77002

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Vaughan Nelson Investment Management, L.P Brokerage Details

Total Assets Under Management

$12,343,621,752

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

51

TX Average: 49
Total Number of Accounts

423

TX Average: 2,315
Average Account Size

$29,181,139

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

Steven Henriksen Work History

Steven has been registered as a financial advisor for 27 years.*

1994 - Present (30 years)

Vaughan Nelson Investment Management, L.P

*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 Steven Henriksen 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 Vaughan Nelson Investment Management, L.P

Danika Cline
Houston, TX
Dennis Alff
Houston, TX
Scott Weber
Houston, TX
Christopher Wallis
Houston, TX
Mark Farrell
Houston, TX
Blanca Garza
Houston, TX
Steven Henriksen
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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