Weaver And Tidwell Financial Advisors, Ltd (Dallas)

Weaver And Tidwell Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Weaver And Tidwell Financial Advisors: assets under management

The assets under management (AUM) of Weaver And Tidwell Financial Advisors, Ltd is $34.98 million. The firm's AUM has gone down by -85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.07 million in discretionary accounts and $31.91 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.6 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Weaver And Tidwell Financial Advisors, Ltd for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Dallas

The principal office where Weaver And Tidwell Financial Advisors, Ltd performs its advisory services is located at 12221 Merit Drive, Dallas, TX 75251, which is also the mailing address of the firm. An additional office of the firm is in Fort Worth, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-960-1100 or by fax 972-960-7526. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at weaverwealthmanagement.com.

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