$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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- Custodian
- Baird ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2024
- Office Locations
- 1
Office Locations
3838 OAK Lawn Avenue Suite 1000 Dallas TX
About Atwood Capital Management, LLC
Atwood Capital Management, LLC is a Dallas-based RIA. The firm has been operating for 2 years. Managing $1.1M in total assets under management, with 1 advisory representatives. They custody assets with Baird and Charles Schwab & Company.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Michael Joseph Labbe Jr.
Chief Compliance Officer, Managing Member
- CRD
- #7419165
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,131,693 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,131,693 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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