Western Research and Management LLC
- Assets, Funds, Holdings
| Western Research and Management LLC
|
| CRD # | 109509 |
| SEC # | 801-57797 |
| CIK # | |
| AUM |
|
| Employees |
11 (82% Investors, 73% Brokers)
|
| Phone | 817-877-9980 |
| Address | 3100 W Seventh Street
Fort Worth, TX 76107 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
59
|
20.0 |
| (b) Individuals (high net worth individuals) |
30
|
151.1 |
| (c) Banking or thrift institutions |
0
|
0.1 |
| (d) Investment companies |
3
|
3.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
12 |
106.1 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
1.5 |
| (i) State or municipal government entities |
0 |
0.2 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
2.1 |
| (n) Other |
0 |
0.0 |
| Total |
223 |
284.3 |
| By Discretionary |
| Discretionary |
223 |
284.3 |
| Non-Discretionary |
0 |
0.0 |
| Total |
223 |
284.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
284.3 |
| Total |
223 |
284.3 |
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{"uid": 165537208, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
241603751