Fwl Investment Management, LLC is a large advisory firm based in Dallas. It manages $162.39 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Texas.
Fwl Investment Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and other investment advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fwl Investment Management, LLC is $162.39 million. The firm's AUM has grown by 99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Fwl Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Fwl Investment Management is high net worth individuals with 56 clients and $132.28 million of assets under management. Among the 11 most similar advisory firms, Fwl Investment Management has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $139.83 million for 89 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Fwl Investment Management doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Fwl Investment Management, LLC performs its advisory services is located at 3102 Oak Lawn Avenue, Dallas, TX 75219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (214) 445-5900. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at learim.com and its LinkedIn profile.