B
CRD: 316686
BWS Investment Management, LLC
Houston, TX, 77065
8325343516
$64.0M Total AUM
$64.0M Disc. AUM
-- 3Y CAGR
5 Employees
354 ADV. Clients
4 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 10-30-2021
- Office Locations
- 1
Office Locations
13100 Wortham Center DR Third Floor Houston TX
About BWS Investment Management, LLC
BWS Investment Management, LLC is a Houston-based RIA. The firm has been operating for 4 years. Managing $64.0M in total assets under management, with 2 advisory representatives. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
35 AVG AGE
$32.0M AVG AUM / ADVISOR
$180.8K AVG AUM / CLIENT
1.4 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
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Asset Classes
Eagle legacy Fusion insight Bridge Zenith optima
Investment Themes
Summit Matrix Vertex matrix Focus fusion Unison pioneer
Investment Vehicles
Bridge prime Zenith value
Services
Summit Optima radial Vertex Glacier Alpha Zenith Foundation Bridge atlas Vital
Technology
Timber
Owner & Executives
J
Jennifer Diane Baker
Managing Member
- CRD
- #7257185
- Ownership
- 75% or more
(600) 635-5662
pathway.vector@horizoncapital.com
in linkedin.com/in/insight-frontier
J
Jammie Lee Lowe
Chief Compliance Officer
- CRD
- #6703861
- Ownership
- Less than 5%
(933) 983-2724
pathway.peak@pioneercapital.com
in linkedin.com/in/harbor-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,000,000
Equity - Exchange:
31.1% Cash:
68.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $876,986,456 | 31.1% |
| Cash | $1,942,905,684 | 68.9% |
| Total | $2,819,892,140 | 100.0% |