Rtw Financial Advisors Inc.

Rtw Financial Advisors Inc. (CRD# 109934) is a financial advisory firm headquartered in Dallas, TX. They manage $240,061,753 in 344 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $697,854
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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 Rtw Financial Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Peter H. Roe
CRD#: 1013354
14114 Dallas Pkwy #530, Dallas, TX 75254
93
Wealthminder
score

Peter Roe (CRD# 1013354) is an Investment Advisor Representative working at Rtw Financial Advisors Inc. in Dallas, TX and has over 35 years of experience in the finance industry.

2
Morris C. Williams
CRD#: 1054320
14114 Dallas Pkwy #530, Dallas, TX 75254
93
Wealthminder
score

Morris Williams (CRD# 1054320) is an Investment Advisor Representative working at Rtw Financial Advisors Inc. in Dallas, TX and has over 34 years of experience in the finance industry.

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