James Traweek, financial advisor Dallas TX

James Traweek

CRD Number: 4555539
Current Firm: Cpmg, Inc.

James Traweek (CRD# 4555539) is an Investment Advisor Representative working at Cpmg, Inc. in Dallas, TX and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Cpmg, Inc. Dallas, TX Apr 2004 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for James W. Traweek
Phone Number: 214-871-6829
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,197
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $42,733,857
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

TX

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