Lummis Asset Management, LP

Lummis Asset Management, LP (CRD# 114357) is a financial advisory firm headquartered in Fort Worth, TX. They manage $68,963,190 in 114 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $604,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Lummis Asset Management, LP
Showing 1 - 2 of 2 top financial advisors.
1
George B. Montague
CRD#: 5053055
301 Commerce Street, Suite 1790, Fort Worth, TX 76102
96
Wealthminder
score

George Montague (CRD# 5053055) is an Investment Advisor Representative working at Lummis Asset Management, LP in Fort Worth, TX and has over 6 years of experience in the finance industry.

2
Palmer B. Lummis
CRD#: 3144187
301 Commerce Street, Suite 1790, Fort Worth, TX 76102
87
Wealthminder
score

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.

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