Rtw Financial Advisors Inc.

Rtw Financial Advisors Inc. (CRD# 109934) is a financial advisory firm headquartered in Dallas, TX. They manage $472,046,494 in 495 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5757 Alpha Road, Suite 700, Dallas, TX 75240
By the Numbers
  • Total Assets Under Management
    472
    MILLION
  • Total Number of Accounts
    495
    ACCOUNTS
  • Average Account Value
    $953,629
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
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 Roe, financial advisor Dallas TX
Peter H. Roe
CRD#: 1013354
14114 Dallas Pkwy #530, Dallas, TX 75254

Peter Roe (CRD# 1013354) is an Investment Advisor Representative working at Rtw Financial Advisors Inc. in Dallas, TX and has over 42 years of experience in the finance industry.

2
Morris Williams, financial advisor Dallas TX
Morris C. Williams
CRD#: 1054320
14114 Dallas Pkwy #530, Dallas, TX 75254

Morris Williams (CRD# 1054320) is an Investment Advisor Representative working at Rtw Financial Advisors Inc. in Dallas, TX and has over 41 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