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CARGILE INVESTMENT MANAGEMENT

415 West Wall Street
Suite 2200
Midland, Texas 79701
Tel: 432-617-1394

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About CARGILE INVESTMENT MANAGEMENT

CARGILE INVESTMENT MANAGEMENT, formally registered with the SEC as CARGILE INVESTMENT MANAGEMENT. The firm was established in 07/15/2005. They have over 1 offices throughout the country.

CARGILE INVESTMENT MANAGEMENT is a Midland, Texas based Financial Planning firm with nearly $288,624,560 assets under management, offering retirement planning & investment advisory services to 304 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#116982
SEC#801-64513
Assets Managed by Firm$288,624,560
No. of Clients304
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total304$288,624,560
Individuals (other than high net worth individuals)101$28,218,182
High net worth individuals60$240,845,626

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