About Sanders Morris
Sanders Morris is a Financial Services company based in Houston (United States) founded in 1987. Financial services are provided by Sanders Morris LLC. It operates on a Professional Services and Commission-Based model. Sanders Morris has completed 2 acquisitions, including Edelman Financial Engines and Leonetti & Associates. Sanders Morris offers products and services including Private Wealth Management, Private Equity, Institutional Services, Margin & Traditional Lending, and Insurance & Risk Management. Its focus areas include Financials, Capital Markets and Investment Banking & Brokerage.
Company details
A diverse suite of financial services is offered by Sanders Morris LLC, including private wealth management, private equity, institutional trading, margin and traditional lending, and insurance solutions. Operations are conducted in the financial sector, focusing on investment and risk management for affluent individuals and institutions. Affiliations with entities like T Bank, N.A. and Tectonic Advisors, LLC enhance the range of commercial banking and advisory solutions provided. Comprehensive support is extended through family office services and trust options across the United States.
- Headquarters Houston, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website smhgroup.com
- Social LinkedIn Facebook
- Investments & AcquisitionsEdelman Financial Engines
& 1 more
Products & Services of Sanders Morris
Sanders Morris offers a comprehensive portfolio of products and services, including Private Wealth Management, Private Equity, Institutional Services, Margin & Traditional Lending, and Insurance & Risk Management.
Tailored wealth management solutions are provided for individuals.
Capital investments are made alongside exceptional management teams.
Quality execution and trading services are offered institutionally.
Financing alternatives including margin loans are provided to clients.
Comprehensive insurance programs are designed for affluent clients.
People of Sanders Morris
7 people are tracked at Sanders Morris (6 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
George L. Ball | Chairman and CEO | Leadership |
Ted Hoffman | Managing Director | Leadership |
Brede Klefos | Managing Director | Leadership |
Erick Kuebler | President | Leadership |
Mark Rice | Sr VP | Leadership |
Haag Sherman | Managing Director | Leadership |
Adrienne M. | Executive Assistant | Team |
Complete people profiles for Sanders Morris
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Sanders Morris
Sanders Morris has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Edelman Financial Engines and Leonetti & Associates.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth and investment management services are provided to clients. | leonettiassoc.com | Buffalo Grove, United States | 1997 | Mar 2008 | •••• | |
Diversified investment management services are provided to clients. | edelmanfinancialengines.com | Fairfax, United States | 1986 | May 2005 | •••• |
Complete acquisition details for Sanders Morris
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Sanders Morris
3 dated milestones of Sanders Morris across 21 years, from founding to its latest funding, stage changes and deals.
- Founded Sanders Morris is founded.
- Acquisition Acquires Edelman Financial Engines.
- Acquisition Acquires Leonetti & Associates.
Top companies in Investment Banks
3 companies that operate in the same segment as Sanders Morris (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Frequently Asked Questions about Sanders Morris
Sanders Morris was founded in 1987.
Sanders Morris is headquartered in Houston, United States. It is registered at Houston, Texas, United States.
A diverse suite of financial services is offered by Sanders Morris LLC, including private wealth management, private equity, institutional trading, margin and traditional lending, and insurance solutions. Operations are conducted in the financial sector, focusing on investment and risk management for affluent individuals and institutions. Affiliations with entities like T Bank, N.A. and Tectonic Advisors, LLC enhance the range of commercial banking and advisory solutions provided. Comprehensive support is extended through family office services and trust options across the United States.
Sanders Morris offers Private Wealth Management, Private Equity, Institutional Services, Margin & Traditional Lending, and Insurance & Risk Management.
Sanders Morris has made 2 acquisitions, including Edelman Financial Engines, and Leonetti & Associates.