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Home > Retirement Planners > texas > fort worth > LUMMIS ASSET MANAGEMENT, L.P.
LUMMIS ASSET MANAGEMENT, L.P.
301 Commerce Street
Suite 1380
Fort Worth, Texas 76102
Tel: 817-348-0577
About LUMMIS ASSET MANAGEMENT, L.P.
LUMMIS ASSET MANAGEMENT, LP, formally registered with the SEC as LUMMIS ASSET MANAGEMENT, LP. The firm was established in 06/08/2021. They have over 1 offices throughout the country.
LUMMIS ASSET MANAGEMENT, L.P. is a Fort Worth, Texas based Financial Planning firm with nearly $183,187,386 assets under management, offering retirement planning & investment advisory services to 130 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114357 |
| SEC# | 801-121447 |
| Assets Managed by Firm | $183,187,386 |
| No. of Clients | 130 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 130 | $183,187,386 |
| Individuals (other than high net worth individuals) | 28 | $3,128,530 |
| High net worth individuals | 32 | $164,635,926 |
| Charitable organizations | 2 | $15,422,930 |
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