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Daniel Patrick Connally

Fayez Sarofim & Co.

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About Daniel Patrick Connally

Daniel Connally is a financial advisor at Fayez Sarofim & Co. in Houston, TX. Daniel has been in the industry since June 2006 and is registered with the state of Texas as an Investment Advisor Representative. He is also registered with Sarofim Trust Co. and Sarofim International Management Co. as an Investment Advisor Representative. Daniel is a Chartered Financial Analyst. The advisor specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Daniel Connally is currently registered with Fayez Sarofim & Co.. Fayez Sarofim & Co. is a Houston, Texas-based investment firm that provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm manages over $31 billion in assets for a diverse range of clients, including high-net-worth individuals, corporations, investment companies, charitable organizations, and pension plans.
Fayez Sarofim & Co.

TWO HOUSTON CENTER

HOUSTON, TX 77010

$31.43B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Connally’s Registration & Firm History

TX

12/06/2013 - Present

Fayez Sarofim & Co. (HOUSTON TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Patrick Connally.
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