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Juan Roberto Deangulo

Transwestern Investment Management, LLC

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About Juan Roberto Deangulo

Juan Roberto Deangulo is an investment advisor representative with Transwestern Investment Management, LLC. Juan Roberto Deangulo is registered with the state of Texas and has been in the industry since April 2010. Juan Roberto Deangulo specializes in portfolio management for businesses and pooled investment vehicles. Transwestern Investment Management, LLC is based in Dallas, Texas and has been in business since 2006. The firm manages approximately $4 billion in assets and specializes in portfolio management for businesses and pooled investment vehicles.

Firm Information

Juan Deangulo is currently registered with Transwestern Investment Management, LLC. 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

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Juan Deangulo’s Registration & Firm History

TX

05/23/2012 - Present

Transwestern Investment Management, LLC (HOUSTON TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Juan Roberto Deangulo.
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