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FAYEZ SAROFIM & CO.

FAYEZ SAROFIM & CO., LLC

CRD 106584 · SEC 801-1725

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845 TEXAS AVENUE, SUITE 2000, HOUSTON, TX, 77002, United States

Phone

713-654-4484

Fax

713-654-8184

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$35.07B

Discretionary AUM

$34.87B

Team

54 total employees; 22 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-12

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals2465$1.72B
High net worth individuals274$14.14B
Investment companies5$3.30B
Pooled investment vehicles2$684.6M
Pension/profit sharing plans10$345.3M
Charitable organizations109$5.65B
State/municipal entities2$79.3M
Insurance companies1$149.1M
Corporations/business entities129$9.01B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD