Julie Parham is a registered investment advisor at Sarmaya Partners, LLC, based in San Antonio, TX, with 4 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $33M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$33.0M
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Location
6002 Camp Bullis Road, Suite 201, San Antonio, TX, 78257
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sarmaya Partners, LLC
November 2025 - Present · 6 mos
Previous Registrations
Truist Advisory Services, INC.
January 2021 - June 2025 · 4 yrs 5 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.