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Building 2WARWICK PARTNERS

Map pinBRYAN, TX
Phone(979) 260-9777
NotebookSEC #801-14704
Total AUM
$2.5B
Employees
9
Clients
256

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4444 CARTER CREEK PARKWAY
SUITE 109
BRYAN
TX 77802
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(979) 260-9777
Other Offices
1

ReceiptFinancials

Total AUM
$2.5B
Accounts
1,533
Discretionary
$2B
Accounts
1,531
Non-Discretionary
$490.1M
Accounts
2

ContactClients

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Individual Clients
51
AUM
$19.2M
HNW Individual Clients
202
AUM
$1.5B
Pension/Profit Sharing Plan Clients
1
AUM
$490.1M
Charitable Organization Clients
1
AUM
$433.4M
Corporation or Business Clients
1
AUM
$16.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLGALANCNENHTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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