DFW CAPITAL MANAGEMENT, LLC

NEW YORK, New York·6 registered advisors·CRD# 157337
SEC# 801-743705201-836-6000
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: PORTFOLIO COMPANY MANAGEMENT FEES
03

Specialties

Retirement Planning
04

Advisors at DFW CAPITAL MANAGEMENT, LLC

6 registered advisors
Brett Lawrence Prager
NEW YORK, New York
Brian Christopher Tilley
NEW YORK, New York
Cheri Elise Lieberman
NEW YORK, New York
Donald Franklin Demuth
TEANECK, New Jersey
Douglas Hamlin Gilbert
NEW YORK, New York
Keith Walton Pennell
NEW YORK, New York
05

Office Locations

NEW YORK, New York
5 advisors
TEANECK, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. DFW CAPITAL MANAGEMENT, LLC (CRD# 157337) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.