Overview
Assets Under Management: $133 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 507
Discretionary Accounts: 507
Regulatory Filings
CRD Number: 174873
Last Filing Date: 2025-02-18 00:00:00
Website: https://womackfinancial.com