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Palmer Bradley Lummis

LUMMIS ASSET MANAGEMENT, L.P.·FORT WORTH, Texas
Series 7Clean record23 years registeredLUMMIS ASSET MANAGEMENT, L.P.
301 COMMERCE STREET, FORT WORTH, TX 76102CRD# 3144187Firm CRD# 114357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Palmer Bradley Lummis · FORT WORTH, TX
Registration
CRD #3144187 · LUMMIS ASSET MANAGEMENT, L.P. · 23 years registered
Brand Profile
Not yet started
01

Career History

LUMMIS ASSET MANAGEMENT, L.P.
Jan 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · January 7, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LUMMIS ASSET MANAGEMENT, L.P.
CRD 114357 · SEC 801-121447
AUM
$183M
Regulatory assets under management
Employees
1
130 client accounts
Services offered by LUMMIS ASSET MANAGEMENT, L.P.
Per Form ADV
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at LUMMIS ASSET MANAGEMENT, L.P. →
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Frequently Asked Questions

What services does Palmer Bradley Lummis offer?
Palmer Bradley Lummis specializes in Investment Management. Contact their office in FORT WORTH, Texas for a consultation.
What are Palmer Bradley Lummis's credentials?
Palmer Bradley Lummis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Palmer Bradley Lummis located?
Palmer Bradley Lummis is based in FORT WORTH, Texas, working with LUMMIS ASSET MANAGEMENT, L.P.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
How does Palmer Bradley Lummis charge for services?
Palmer Bradley Lummis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUMMIS ASSET MANAGEMENT, L.P.?
LUMMIS ASSET MANAGEMENT, L.P. has approximately 1 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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