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WESTERN RESEARCH AND MANAGEMENT, L.L.C.
WESTERN RESEARCH AND MANAGEMENT, L.L.C.
FORT WORTH, Texas
·
7 registered advisors
·
CRD# 109509
SEC# 802-116810
0
817-877-9980
01
Firm Overview
AUM
$284M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WESTERN RESEARCH AND MANAGEMENT, L.L.C.
7 registered advisors
Christopher Elliott Pate
FORT WORTH, Texas
CRD# 5910801
Donald Morris Woodard
FORT WORTH, Texas
CRD# 1214213
Don Woodard
FORT WORTH, Texas
CRD# 7894962
Douglas Stephen Frazier
FORT WORTH, Texas
CRD# 4489733
Jeffrey Allen Crawford
FORT WORTH, Texas
CRD# 4352838
Joe Chad Prestwood
FORT WORTH, Texas
CRD# 3084920
Turner Holthaus
FORT WORTH, Texas
CRD# 6983412
05
Office Locations
FORT WORTH, Texas
7 advisors
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Data sourced from SEC Form ADV filings. WESTERN RESEARCH AND MANAGEMENT, L.L.C. (CRD# 109509) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.