Unclaimed Profile

James William Traweek

CPMG, INC.·DALLAS, Texas

Series 65Clean record24 years registeredCPMG, INC.

2000 MCKINNEY AVE, DALLAS, TX 75201CRD# 4555539Firm CRD# 131417

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James William Traweek · DALLAS, TX

Registration

CRD #4555539 · CPMG, INC. · 24 years registered

Brand Profile

Not yet started

Career History

CPMG, INC.

Oct 2004 – present

CARDINAL PUBLIC MARKET GROUP, L.P.

Oct 2004 – Jun 2006

DALLAS, TX

CARDINAL INVESTMENT COMPANY, INC.

Jun 2002 – May 2006

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 27, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CPMG, INC.

CRD 131417 · SEC 801-64945

AUM

$1.0B

Regulatory assets under management

Employees

26 client accounts

Services offered by CPMG, INC.

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CPMG, INC. →

Introduction

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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.

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