$581.0M Total AUM
$545.3M Disc. AUM
7.4% 3Y CAGR
11 Employees
184 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-12-1991
- Office Locations
- 2
Office Locations
14114 Dallas Pkwy #530 Dallas TX
5757 Alpha Road Suite 700 Dallas TX
About RTW Financial Advisors INC
RTW Financial Advisors INC is a Dallas-based RIA with 2 offices. The firm has been operating for 35 years. Managing $581.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Hilltop Securities.
Team overview
69 AVG AGE
$193.7M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
10.8 yrs AVG TENURE
11 Employees
3 Advisory Reps
3 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
PETER HOWARD ROE
Owner, Partner, VICE PRESIDENT
- CRD
- #1013354
- Ownership
- 25% but less than 50%
Available
Available
Available
M
MORRIS C WILLIAMS
TREASURER
- CRD
- #1054320
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $545,274,980 | $1,090,550 |
| Non-Discretionary | $35,748,989 | $1,702,333 |
| Total | $581,023,969 | $1,115,209 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Municipal Bonds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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