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James William Traweek

Cpmg, Inc.

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About James William Traweek

James William Traweek is an Investment Advisor Representative associated with CPMG, INC., based in Dallas, TX. James William Traweek has been in the industry since April 2004 and holds a Series 65 license. James William Traweek currently works for CPMG, INC., which is based in Dallas, Texas. CPMG, INC. has 26 discretionary accounts with assets under management of $1,043,445,000. CPMG, INC. provides portfolio management for businesses and pooled investment vehicles and charges fees based on a percentage of assets and performance.

Firm Information

James Traweek is currently registered with Cpmg, Inc.. Cpmg, Inc. is an investment adviser based in Dallas, TX. The firm provides portfolio management services for businesses and pooled investment vehicles. They manage approximately $1,043,445,000 in regulatory assets under management and primarily serve pooled investment vehicles with 25 clients. The firm also manages $450,000 for one client in the category of educational endowment.
Cpmg, Inc.

4215 WEST LOVERS LANE

DALLAS, TX 75209

$1.04B

Assets Under Management

Not reported

Total Clients

5

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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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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James Traweek’s Registration & Firm History

TX

10/05/2004 - Present

Cpmg, Inc. (DALAS TX)

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Licenses & Designations

IA

Issued 08/29/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James William Traweek.
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