Transwestern Investment Management, LLC

Transwestern Investment Management, LLC (CRD# 159520) is a financial advisory firm headquartered in Dallas, TX. They manage $2,037,097,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,037
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $339,516,167
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Transwestern Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Collin K. Comer
CRD#: 6054008
1900 West Loop, Suite 1300, Houston, TX 77027
87
Wealthminder
score

Collin Comer (CRD# 6054008) is an Investment Advisor Representative working at Transwestern Investment Management, LLC in Houston, TX and has 1 year of experience in the finance industry.

2
Juan R. Deangulo
CRD#: 6052493
1900 West Loop, Suite 1300, Houston, TX 77027
87
Wealthminder
score

Juan Deangulo (CRD# 6052493) is an Investment Advisor Representative working at Transwestern Investment Management, LLC in Houston, TX and has 1 year of experience in the finance industry.

3
Laurie L. Dotter
CRD#: 6010392
1900 West Loop, Suite 1300, Houston, TX 77027
87
Wealthminder
score

Laurie Dotter (CRD# 6010392) is an Investment Advisor Representative working at Transwestern Investment Management, LLC in Houston, TX and has 1 year of experience in the finance industry.

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