Overview
Assets Under Management: $259 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 62
Average Client Assets: $1.3 million
Frequently Asked Questions
WESTERN RESEARCH AND MANAGEMENT, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109509), WESTERN RESEARCH AND MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
WESTERN RESEARCH AND MANAGEMENT, L.L.C. is headquartered in FORT WORTH, TX.
WESTERN RESEARCH AND MANAGEMENT, L.L.C. serves 62 high-net-worth clients according to their SEC filing dated June 28, 2018. View client details ↓
According to their SEC Form ADV, WESTERN RESEARCH AND MANAGEMENT, L.L.C. offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WESTERN RESEARCH AND MANAGEMENT, L.L.C. manages $259 million in client assets according to their SEC filing dated June 28, 2018.
According to their SEC Form ADV, WESTERN RESEARCH AND MANAGEMENT, L.L.C. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.11%
Average Client Assets: $1.3 million
Total Client Accounts: 231
Discretionary Accounts: 231
Regulatory Filings
CRD Number: 109509
Filing ID: 1226810
Last Filing Date: 2018-06-28 14:58:00