Lummis Asset Management, LP

Lummis Asset Management, LP (CRD# 114357) is a financial advisory firm headquartered in Fort Worth, TX. They manage $183,187,386 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

301 Commerce Street, Suite 1380, Fort Worth, TX 76102

https://www.lamcocapital.com/

By the Numbers

Total Assets Under Management

183

MILLION
Total Number of Accounts

130

ACCOUNTS
Average Account Value

$1,409,134

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Lummis Asset Management, LP

Showing 1 - 2 of 2 top financial advisors.

Palmer B. Lummis

CRD#: 3144187

301 Commerce Street, Suite 1790, Fort Worth, TX 76102

Palmer Lummis (CRD# 3144187) is an Investment Advisor Representative working at Lummis Asset Management, LP in Fort Worth, TX and has 1 year of experience in the finance industry.

Michael K. Wimberley

CRD#: 3070924

301 Commerce Street, Suite 1380, Fort Worth, TX 76102

Michael Wimberley (CRD# 3070924) is an Investment Advisor Representative working at Lummis Asset Management, LP in Fort Worth, TX and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals