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Building 2WESTERN RESEARCH AND MANAGEMENT, L.L.C.

Map pinFORT WORTH, TX
Phone817-877-9980
NotebookSEC #801-57797
Total AUM
$284.3M
Employees
11
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3100 W SEVENTH STREET
SUITE 300
FORT WORTH
TX 76107
United States
Operating Hours
8:30 TO 5:30
Monday - Friday
Phone
817-877-9980

ReceiptFinancials

Total AUM
$284.3M
Accounts
223
Discretionary
$284.3M
Accounts
223
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
59
AUM
$20M
HNW Individual Clients
30
AUM
$151.1M
Banking Clients
1
AUM
$127.8K
Investment Company Clients
3
AUM
$3M
Pooled Vehicle Clients
12
AUM
$106.1M
Charitable Organization Clients
1
AUM
$1.5M
Government Entity Clients
1
AUM
$218K
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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