Fwpam, L.L.C. is a large advisory firm based in Fort Worth. It manages $252.6 million of regulatory assets for 529 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Georgia, Louisiana, Nebraska, and 3 other states.
Fwpam, L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fwpam, L.L.C. is $252.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 802% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fwpam, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Fwpam, L.L.C is high net worth individuals with 63 clients and $130.5 million of assets under management. Among the 9 most similar advisory firms, Fwpam, L.L.C has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $252.6 million for 529 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Fwpam, L.L.C doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Fwpam, L.L.C. performs its advisory services is located at 8228 Killdeer Circle, Fort Worth, TX 76108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 817-336-6300 or by fax 817-336-6303. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at wwkllc.com.