TRANSWESTERN INVESTMENT MANAGEMENT, LLC

DALLAS, Texas·2 registered advisors·CRD# 159520
SEC# 801-765461214-572-9817
01

Firm Overview

AUM
$4.0B
Regulatory assets under management
Employees
31
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: ACQUISITION FEE
03

Specialties

Retirement PlanningWealth Management
04

Advisors at TRANSWESTERN INVESTMENT MANAGEMENT, LLC

2 registered advisors
Collin Keith Comer
DALLAS, Texas
Laurie Litherland Dotter
DALLAS, Texas
05

Office Locations

DALLAS, Texas
2 advisors

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Data sourced from SEC Form ADV filings. TRANSWESTERN INVESTMENT MANAGEMENT, LLC (CRD# 159520) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.