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Building 2CARGILE INVESTMENT MANAGEMENT

Map pinMIDLAND, TX
Phone432-617-1394
NotebookSEC #801-64513
Total AUM
$394.6M
Employees
3
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
415 WEST WALL STREET
SUITE 2200
MIDLAND
TX 79701
United States
Operating Hours
9AM - 4PM
BY APPOINTMENT ONLY
Phone
432-617-1394

ReceiptFinancials

Total AUM
$394.6M
Accounts
319
Discretionary
$394.6M
Accounts
319
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
138
AUM
$21.7M
HNW Individual Clients
58
AUM
$294.3M
Investment Company Clients
1
AUM
$12.9M
Charitable Organization Clients
1
AUM
$4M
Government Entity Clients
1
AUM
$1.3M
Corporation or Business Clients
7
AUM
$60.4M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
LATX

HandshakeAffiliates

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

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