SAWYER INVESTMENT MANAGEMENT COMPANY
Firm details
- Headquarters
- COLLEYVILLE, Texas
- CRD number
- 174535
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sawyer Investment Management Company operates as a sole proprietorship focused primarily on providing portfolio management services for individual and family clients. The firm emphasizes a fee structure based on a percentage of assets under management, which aligns its interests with those of its clients. While the firm does not actively engage in ESG investing, it maintains a straightforward approach to investment management, leveraging its expertise in accounting to inform its investment strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1RYAN SAWYER
OwnerCRD 6120795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLLEYVILLE, TX
TARRANT
Location
COLLEYVILLE, TX
Headquartered in COLLEYVILLE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 1005 Glade Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
ALLEN WEALTH ADVISORS
RIACOLLEYVILLE, TX
CHADWICK FINANCIAL
RIACOLLEYVILLE, TX
CLEARPOINT WEALTH MANAGEMENT
RIACOLLEYVILLE, TX
HERITAGE RETIREMENT ADVISORS, LLC
RIACOLLEYVILLE, TX
FESC ASSET MANAGEMENT LLC
RIADALLAS, TX
RICHARDS FINANCIAL PLANNING, LLC
RIAHOUSTON, TX