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TLWM FINANCIAL
40 Ne Loop 410
Suite 644
San Antonio, Texas 78216
Tel: 1-877-348-8822
About TLWM FINANCIAL
TLWM FINANCIAL, formally registered with the SEC as TLWM FINANCIAL. The firm was established in 02/28/2014. They have over 4 offices throughout the country.
TLWM FINANCIAL is a San Antonio, Texas based Financial Planning firm with nearly $484,870,433 assets under management, offering retirement planning & investment advisory services to 1910 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158305 |
| SEC# | 801-79214 |
| Assets Managed by Firm | $484,870,433 |
| No. of Clients | 1910 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1910 | $484,870,433 |
| Individuals (other than high net worth individuals) | 793 | $142,059,260 |
| High net worth individuals | 361 | $294,245,235 |
| Charitable organizations | Fewer than 5 clients | $1,176,546 |
| Corporations or other businesses | 10 | $47,389,392 |
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