TRANSWESTERN CAPITAL ADVISORS, LLC

37 Bellevue Avenue
Newport, Rhode Island 02840
Tel: 800-997-0718

About TRANSWESTERN CAPITAL ADVISORS, LLC

TRANSWESTERN CAPITAL ADVISORS, LLC, formally registered with the SEC as TRANSWESTERN CAPITAL ADVISORS, LLC. The firm was established in 08/25/2006. They have over 1 offices throughout the country.

TRANSWESTERN CAPITAL ADVISORS, LLC is a Newport, Rhode Island based Financial Planning firm with nearly $116,045,216 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141605
SEC#	801-67113
Assets Managed by Firm	$116,045,216
No. of Clients	2
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$116,045,216

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