Transwestern Investment Management, LLC

Transwestern Investment Management, LLC (CRD# 159520) is a financial advisory firm headquartered in Dallas, TX. They manage $4,016,507,470 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8235 Douglas Avenue, Suite 450, Dallas, TX 75225
http://www.transwesterninvest.com
By the Numbers
  • Total Assets Under Management
    4,017
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $401,650,747
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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
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 Comer, financial advisor Houston TX
Collin K. Comer
CRD#: 6054008
1900 West Loop, Suite 1300, Houston, TX 77027

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 Deangulo, financial advisor Houston TX
Juan R. Deangulo
CRD#: 6052493
1900 West Loop, Suite 1300, Houston, TX 77027

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 Dotter, financial advisor Houston TX
Laurie L. Dotter
CRD#: 6010392
1900 West Loop, Suite 1300, Houston, TX 77027

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.

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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