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Building 2LUMMIS ASSET MANAGEMENT, L.P.

Map pinFORT WORTH, TX
Phone817-348-0577
NotebookSEC #801-121447
Total AUM
$210M
Employees
1
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 COMMERCE STREET
SUITE 1900
FORT WORTH
TX 76102
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
817-348-0577

ReceiptFinancials

Total AUM
$210M
Accounts
129
Discretionary
$210M
Accounts
129
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$4.7M
HNW Individual Clients
29
AUM
$183.9M
Charitable Organization Clients
2
AUM
$21.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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