TRANSWESTERN INVESTMENT MANAGEMENT, LLC

8235 Douglas Avenue
Suite 450
Dallas, Texas 75225
Tel: 214-572-9817

About TRANSWESTERN INVESTMENT MANAGEMENT, LLC

TRANSWESTERN INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as TRANSWESTERN INVESTMENT MANAGEMENT, LLC. The firm was established in 05/23/2012. They have over 2 offices throughout the country.

TRANSWESTERN INVESTMENT MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $4,016,507,470 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159520
SEC#	801-76546
Assets Managed by Firm	$4,016,507,470
No. of Clients	10
No. of Advisors	31

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (ACQUISITION FEE)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$4,016,507,470

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