FWM PARTNERS
Firm details
- Headquarters
- Bellville, Texas
- CRD number
- 339804
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
FWM Partners is organized as a limited liability company and is owned by an individual. The firm operates primarily as an insurance broker while also offering advisory services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation appears to be a mix of asset-based fees and hourly charges. FINTRX indicates the firm is not an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1MILTON DOREMUS
Owner, Investment Advisor RepresentativeCRD 2740814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bellville, TX
AUSTIN
Location
Bellville, TX
Headquartered in Bellville, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- AUSTIN
- Address
- 792 High Oaks Dr
- Time zone
- CT (UTC-6)
- Office locations
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