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Turner Holthaus

WESTERN RESEARCH AND MANAGEMENT, L.L.C.·FORT WORTH, Texas
Unclaimed Profile
3100 W SEVENTH STREET, FORT WORTH, TX 76107CRD# 6983412Firm CRD# 109509
01

About

Turner Holthaus is a registered financial advisor based in FORT WORTH, Texas, affiliated with WESTERN RESEARCH AND MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
WESTERN RESEARCH AND MANAGEMENT, L.L.C.
WESTERN RESEARCH AND MANAGEMENT, L.L.C.
AUM
$284M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at WESTERN RESEARCH AND MANAGEMENT, L.L.C. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6983412
Firm CRD# 109509
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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