TRANSWESTERN INVESTMENT MANAGEMENT, LLC
Doing business as TRANSWESTERN INVESTMENTS. SEC Form ADV profile.
Total regulatory AUM
$3,747,307,677
Discretionary
$937,026,569
Non-discretionary
$2,810,281,108
Firm details
- CRD number
- 159520
- SEC file number
- 801-76546
- Main office
- DALLAS, TX, United States
- Employees
- 31
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based Other
As of October 2026.