AdvisorOS Directory
Claim Profile
JT

James William Traweek

CPMG, INC.·DALLAS, Texas
Unclaimed Profile
2000 MCKINNEY AVE, DALLAS, TX 75201CRD# 4555539Firm CRD# 131417
01

About

James William Traweek is a registered financial advisor based in DALLAS, Texas, affiliated with CPMG, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CPMG, INC.
CPMG, INC.
AUM
$1.0B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CPMG, INC. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4555539
Firm CRD# 131417
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James William Traweek offer?
James William Traweek specializes in Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are James William Traweek's credentials?
James William Traweek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James William Traweek located?
James William Traweek is based in DALLAS, Texas, working with CPMG, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does James William Traweek charge for services?
James William Traweek's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CPMG, INC.?
CPMG, INC. has approximately 6 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CPMG, INC.

Antal Rohit Desai
DALLAS, TX
Richard Kent Mcgaughy
DALLAS, TX
John Earl Bateman
DALLAS, TX

More Advisors in DALLAS, Texas

Glenda Kaye Bianchi
CYPRESS POINT WEALTH MANAGEMENT, LLC·DALLAS, TX
Jeffrey James Groves
INTEGRATED ADVISORS NETWORK LLC·DALLAS, TX
John Armstrong Henry (iii)
TRIGATE MANAGEMENT LLC·DALLAS, TX
Beth Cari Friedman
CANYON CLO ADVISORS LP·DALLAS, TX
Jonathan Matthew Kaplan
CANYON CLO ADVISORS LP·DALLAS, TX
Mitchell Ralph Julis
CANYON CLO ADVISORS LP·DALLAS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile