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    Segment Wealth Management, Llc

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    Description

    • Full service asset management and financial consulting firm. Fee only advisor, with client advocacy focus. Founded by Gil Baumgarten in 2010. Gil is a former Senior Portfolio Manager with UBS and Smith Barney. Gil is two-time honoree of Barron's Magazine's Winner's Circle list of the best Financial Advisors in America. In 2010 Gil was ranked #36 in Texas.Please see https://segmentwm.com/important-disclosure-information.
    • location

      Headquarters:3040 Post Oak Boulevard Suite 1725, Houston, Texas, United States

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    • Segment Wealth Management, Llc phone

      Phone Number: +1 713-800-7150

    • Segment Wealth Management, Llc website

      Website: https://www.segmentasset.com

    • Segment Wealth Management, Llc employees

      Employees:7

    • Segment Wealth Management, Llc revenue

      Revenue:$1 - 10M

    • Segment Wealth Management, Llc legal name

      Legal Name:Segment Wealth Management, Llc

    • Segment Wealth Management, Llc's Social Media

      Segment Wealth Management, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 561110  |

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    Person level website identification

    Director Of Communications for Segment Wealth Management, Llc

    Allie Baumgarten

    Director Of Communications

    Person level website visitor identification

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    View Employees

    Allie Baumgarten

    Director Of Communications

    Ryan Farias

    Senior Portfolio Manager

    Frequently Asked Questions regarding Segment Wealth Management, Llc

    • Where are Segment Wealth Management, Llc's Headquarters?

      Segment Wealth Management, Llc's Headquarters are in 3040 Post Oak Boulevard Suite 1725,Houston,Texas,United States

    • What is Segment Wealth Management, Llc's phone number?

      Segment Wealth Management, Llc's phone number is +1 713-800-7150

    • What is Segment Wealth Management, Llc's official website?

      Segment Wealth Management, Llc's official website is https://www.segmentasset.com

    • What is Segment Wealth Management, Llc's Revenue?

      Segment Wealth Management, Llc's revenue is $1 - 10M

    • What is Segment Wealth Management, Llc's NAICS code?

      Segment Wealth Management, Llc's NAICS code is 561110

    • How many employees are working in Segment Wealth Management, Llc

      Segment Wealth Management, Llc has 7 employees

    • What is Segment Wealth Management, Llc's Industry?

      Segment Wealth Management, Llc is in the industry of Investment Management

    • Who is Segment Wealth Management, Llc's Director Of Communications?

      Segment Wealth Management, Llc's Director Of Communications is Allie Baumgarten

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