Adviser Profile
| As of Date | 03/29/2019 |
| Registration status | Registration Changed to WESTERN RESEARCH AND MANAGEMENT, L.L.C. |
| ADV Location | FORT WORTH, TX, United States |
| AUM* | 284,273,458 |
| of that, discretionary | 284,273,458 |
| Number of Employees | 11 |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,274,769 |
| % High Net Worth | 29.70% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
284M
244M
203M
162M
122M
81M
41M
2015
2016
2017
2018
2019