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Peter Alan Lodwick

RGT WEALTH ADVISORS, LLC·DALLAS, Texas
Unclaimed Profile
5950 SHERRY LANE, STE. 600, DALLAS, TX 75225CRD# 6732853Firm CRD# 104953
01

About

Peter Alan Lodwick is a registered financial advisor based in DALLAS, Texas, affiliated with RGT WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
RGT WEALTH ADVISORS, LLC
RGT WEALTH ADVISORS
AUM
$5.8B
Regulatory assets under management
Employees
68
Total firm employees
View all advisors at RGT WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6732853
Firm CRD# 104953
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Alan Lodwick offer?
Peter Alan Lodwick specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Peter Alan Lodwick's credentials?
Peter Alan Lodwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Alan Lodwick located?
Peter Alan Lodwick is based in DALLAS, Texas, working with RGT WEALTH ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Peter Alan Lodwick charge for services?
Peter Alan Lodwick's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RGT WEALTH ADVISORS, LLC?
RGT WEALTH ADVISORS, LLC has approximately 68 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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