Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/05/2004 - Present
Cpmg, Inc. (DALAS TX)
IA
Issued 08/29/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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