Western Research And Management, LLC

Western Research And Management, LLC (CRD# 109509) is a financial advisory firm headquartered in Fort Worth, TX. They manage $182,345,464 in 217 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $840,302
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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 Western Research And Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Alem R. Boukadoum
CRD#: 5666995
3100 W Seventh Street, Suite 300, Fort Worth, TX 76107
93
Wealthminder
score

Alem Boukadoum (CRD# 5666995) is an Investment Advisor Representative working at Western Research And Management, LLC in Fort Worth, TX and has over 6 years of experience in the finance industry.

2
Natalie J. Carter
CRD#: 5723940
3100 W Seventh Street, Suite 300, Fort Worth, TX 76107
93
Wealthminder
score

Natalie Carter (CRD# 5723940) is an Investment Advisor Representative working at Western Research And Management, LLC in Fort Worth, TX and has over 6 years of experience in the finance industry.

3
Jeffrey A. Crawford
CRD#: 4352838
1300 South University Drive, Suite 405, Fort Worth, TX 76107
93
Wealthminder
score

Jeffrey Crawford (CRD# 4352838) is an Investment Advisor Representative working at Western Research And Management, LLC in Fort Worth, TX and has over 15 years of experience in the finance industry.

4
Douglas S. Frazier
CRD#: 4489733
1300 South University Drive, Suite 405, Fort Worth, TX 76107
93
Wealthminder
score

Douglas Frazier (CRD# 4489733) is an Investment Advisor Representative working at Western Research And Management, LLC in Fort Worth, TX and has over 14 years of experience in the finance industry.

5
Samuel Juliao
CRD#: 5226382
3100 W Seventh Street, Suite 300, Fort Worth, TX 76107
93
Wealthminder
score

Samuel Juliao (CRD# 5226382) is an Investment Advisor Representative working at Western Research And Management, LLC in Fort Worth, TX and has over 9 years of experience in the finance industry.

6
Thomas K. Pickett
CRD#: 4597786
1300 South University Drive Suite 405, Fort Worth, TX 76107
93
Wealthminder
score

Thomas Pickett (CRD# 4597786) is an Investment Advisor Representative working at Western Research And Management, LLC in Fort Worth, TX and has over 13 years of experience in the finance industry.

7
Joe C. Prestwood
CRD#: 3084920
1300 South University Drive, Suite 405, Fort Worth, TX 76107
93
Wealthminder
score

Joe Prestwood (CRD# 3084920) is an Investment Advisor Representative working at Western Research And Management, LLC in Fort Worth, TX and has over 18 years of experience in the finance industry.

8
Dustin R. Smith
CRD#: 4893690
1300 South University Drive, Suite 405, Fort Worth, TX 76107
93
Wealthminder
score

Dustin Smith (CRD# 4893690) is an Investment Advisor Representative working at Western Research And Management, LLC in Fort Worth, TX and has over 11 years of experience in the finance industry.

9
Donald M. Woodard
CRD#: 1214213
1300 South University Drive, Suite 405, Fort Worth, TX 76107
93
Wealthminder
score

Donald Woodard (CRD# 1214213) is an Investment Advisor Representative working at Western Research And Management, LLC in Fort Worth, TX and has over 14 years of experience in the finance industry.

10
Christopher E. Pate
CRD#: 5910801
3100 W Seventh Street, Suite 300, Fort Worth, TX 76107
90
Wealthminder
score

Christopher Pate (CRD# 5910801) is an Investment Advisor Representative working at Western Research And Management, LLC in Fort Worth, TX and has over 5 years of experience in the finance industry.

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