Tlwm Financial

Tlwm Financial (CRD# 158305) is a financial advisory firm headquartered in San Antonio, TX. They manage $484,870,433 in 1,910 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
40 Ne Loop 410, Suite 644, San Antonio, TX 78216
http://www.tlwmadvisor.com
By the Numbers
  • Total Assets Under Management
    485
    MILLION
  • Total Number of Accounts
    1,910
    ACCOUNTS
  • Average Account Value
    $253,859
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, CO, CT, FL, MA, ME, NH, NY, TX, VA

Financial Advisors at Tlwm Financial
Showing 1 - 7 of 7 top financial advisors.
1
Robert Bowerman, financial advisor San Antonio TX
Robert S. Bowerman
CRD#: 4697103
40 Ne Loop 410, Suite 644, San Antonio, TX 78216

Robert Bowerman (CRD# 4697103) is an Investment Advisor Representative working at Tlwm Financial in San Antonio, TX and has over 20 years of experience in the finance industry.

2
Teshay Flowers, financial advisor Arlington TX
Teshay D. Flowers
CRD#: 5522593
3901 Arlington Highlands Blvd., Suite 200, Arlington, TX 76018

Teshay Flowers (CRD# 5522593) is an Investment Advisor Representative working at Tlwm Financial in Arlington, TX and has over 15 years of experience in the finance industry.

3
Elissa Lococo, financial advisor San Antonio TX
Elissa M. Lococo
CRD#: 5660334
40 N.e. Loop 410, Suite 644, San Antonio, TX 78216

Elissa Lococo (CRD# 5660334) is an Investment Advisor Representative working at Tlwm Financial in San Antonio, TX and has over 13 years of experience in the finance industry.

4
Jean Paradis, financial advisor San Antonio TX
Jean C. Paradis
CRD#: 2167253
40 Ne Loop 410, Suite 644, San Antonio, TX 78216

Jean Paradis (CRD# 2167253) is an Investment Advisor Representative working at Tlwm Financial in San Antonio, TX and has over 27 years of experience in the finance industry.

5
Enzo Pellegrino, financial advisor San Antonio TX
Enzo T. Pellegrino
CRD#: 4392184
40 Ne Loop 410, Suite 644, San Antonio, TX 78216

Enzo Pellegrino (CRD# 4392184) is an Investment Advisor Representative working at Tlwm Financial in San Antonio, TX and has over 22 years of experience in the finance industry.

6
Simon Thompson, financial advisor San Antonio TX
Simon J. Thompson
CRD#: 5436136
40 Ne Loop 410, Suite 644, San Antonio, TX 78216

Simon Thompson (CRD# 5436136) is an Investment Advisor Representative working at Tlwm Financial in San Antonio, TX and has over 16 years of experience in the finance industry.

7
Preston Vaught, financial advisor San Antonio TX
Preston J. Vaught
CRD#: 6533983
40 Ne Loop 410, Suite 644, San Antonio, TX 78216

Preston Vaught (CRD# 6533983) is an Investment Advisor Representative working at Tlwm Financial in San Antonio, TX and has over 8 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.

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