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Transwestern Investment Management, LLC

Headquartered in DALLAS, TX

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Firm Information

Transwestern Investment Management, LLC is a Dallas, TX-based investment advisor with $4,016,507,470 in regulatory assets under management. The firm provides portfolio management services for businesses and pooled investment vehicles. They primarily serve joint ventures, with 3 clients and $2,853,139,780 in assets under management. The firm also manages 7 pooled investment vehicles with $1,163,367,690 in assets under management.

Transwestern Investment Management, LLC

8235 DOUGLAS AVENUE

DALLAS, TX 75225

$4.02B

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Acquisition fee

Branch Locations (1)

TRANSWESTERN INVESTMENT MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

HOUSTON, TX

Advisors at Transwestern Investment Management, LLC

View All 3 Advisors
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Collin Keith Comer

RA

HOUSTON, TX

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Laurie Litherland Dotter

RA

HOUSTON, TX

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Unclaimed
Juan Roberto Deangulo

RA

HOUSTON, TX

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Disclosures

There are no public disclosures for Transwestern Investment Management, LLC.

Frequently Asked Questions (8)

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