LWO LLC
Total AUM
$890.8M
Employees
23Clients
6Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2519 FAIRMOUNT ST.
DALLAS
TX 75201
United States
DALLAS
TX 75201
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
605-380-5347
Other Offices
2
Financials
Total AUM
$890.8M
Accounts
6Discretionary
$890.8M
Accounts
6Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
6AUM
$890.8M
Services
Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MONITORING FEES
Compliance
Disclosures
None reported
State Registrations
MONDTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.