RTW FINANCIAL ADVISORS INC

5757 Alpha Road
Suite 700
Dallas, Texas 75240
Tel: 972-960-1212

About RTW FINANCIAL ADVISORS INC

RTW FINANCIAL ADVISORS INC, formally registered with the SEC as RTW FINANCIAL ADVISORS INC. The firm was established in 04/12/1991. They have over 1 offices throughout the country.

RTW FINANCIAL ADVISORS INC is a Dallas, Texas based Financial Planning firm with nearly $472,046,494 assets under management, offering retirement planning & investment advisory services to 495 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109934
SEC#	801-38676
Assets Managed by Firm	$472,046,494
No. of Clients	495
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	495	$472,046,494
Individuals (other than high net worth individuals)	107	$70,462,268
High net worth individuals	50	$338,813,526
Pension and profit sharing plans	2	$60,053,259
Charitable organizations	1	$2,084,622
Corporations or other businesses	1	$632,819

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