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Turner Holthaus

WESTERN RESEARCH AND MANAGEMENT, L.L.C.·FORT WORTH, Texas
SIE, Series 63, Series 79Clean recordWESTERN RESEARCH AND MANAGEMENT, L.L.C.
3100 W SEVENTH STREET, FORT WORTH, TX 76107CRD# 6983412Firm CRD# 109509

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Turner Holthaus · FORT WORTH, TX
Registration
CRD #6983412 · WESTERN RESEARCH AND MANAGEMENT, L.L.C.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 63
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WESTERN RESEARCH AND MANAGEMENT, L.L.C.
CRD 109509 · SEC 802-116810
AUM
$284M
Regulatory assets under management
Services offered by WESTERN RESEARCH AND MANAGEMENT, L.L.C.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at WESTERN RESEARCH AND MANAGEMENT, L.L.C. →
Introduction

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Frequently Asked Questions

What services does Turner Holthaus offer?
Turner Holthaus specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in FORT WORTH, Texas for a consultation.
What are Turner Holthaus's credentials?
Turner Holthaus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Turner Holthaus located?
Turner Holthaus is based in FORT WORTH, Texas, working with WESTERN RESEARCH AND MANAGEMENT, L.L.C.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
How does Turner Holthaus charge for services?
Turner Holthaus's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTERN RESEARCH AND MANAGEMENT, L.L.C.?
WESTERN RESEARCH AND MANAGEMENT, L.L.C. is a registered investment adviser with the SEC, managing $284M in regulatory assets under management. See their Form ADV for full details.
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Douglas Stephen Frazier
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Don Woodard
FORT WORTH, TX
Christopher Elliott Pate
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