|
⚲
|
| Portfolios |
|---|
| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| TLWM LLC
✚
|
|
|---|---|
| CRD # | 158305 |
| SEC # | 801-79214 |
| CIK # | 1732537 |
| AUM | $254.6 MM (100% Disc, 100% US, 2020-02-24) |
| Employees | 8 (100% Investors, 75% Brokers) |
| Phone | 210-541-8600 |
| Address | 40 NE Loop 410 San Antonio, TX 78216 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPY | 30.1 | ||
| ACWX | 18.3 | ||
| QQQ | 12.4 | ||
| RSP | 8.6 | ||
| IBDL | 7.9 | ||
| IBDK | 7.5 | ||
| IBDO | 7.0 | ||
| IBDQ | 6.0 | ||
| VWO | 4.9 | ||
| IBDS | 4.2 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Model Capital Management LLC
✚
|
MA | 0.3 |
|
Headwater Investment Consulting Inc
✚
|
OR | 0.3 |
|
Ensenia Wealth LLC
✚
|
IL | 0.3 |
|
Solenture Advisors LLC
✚
|
PA | 0.3 |
|
Unibank Securities Inc
✚
|
NY | 0.3 |
|
Progressive Advisory Solutions LLC
✚
|
NY | 0.3 |
|
Alliance Wealth Management Group LLC
✚
|
NJ | 0.3 |
|
Prosperity Planning Inc
✚
|
MO | 0.3 |
|
5th Street Advisors LLC
✚
|
CT | 0.3 |
|
American National Registered Investment Advisor Inc
✚
|
TX | 0.3 |