$170.9M Total AUM
$170.9M Disc. AUM
-- 3Y CAGR
4 Employees
9 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-22-2011
- Office Locations
- 1
Office Locations
3131 Turtle Creek Blvd Suite 615 Dallas TX
About RWR Investments LLC
RWR Investments LLC is a Dallas-based RIA. The firm has been operating for 14 years. Managing $170.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
-- AVG AGE
$170.9M AVG AUM / ADVISOR
$19.0M AVG AUM / CLIENT
4.5 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
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Owner & Executives
R
ROBERT WILLING RYAN
Chief Investment Officer, Manager, President
- CRD
- #5937759
- Ownership
- 75% or more
Available
Available
Available
P
PARIT PATEL
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,892,730 | $18,988,081 |
| Non-Discretionary | $0 | -- |
| Total | $170,892,730 | $18,988,081 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available Equity - OTC:
Available Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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