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FSW ADVISORY SERVICES INC.

Advisory

N·DALLAS, TX

Data as of May 9, 2019 · Source: SEC Form ADV

Total AUM
$23M
1-Year AUM Growth
+0.6%
3-Year CAGR
+21.1%
Employees
1
Assets Under Management
Total AUM$23M
Discretionary AUM$0
Non-Discretionary AUM$23M
Discretionary %0%
Total Clients—
Team
Total Employees1
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record26
First FilingNov 3, 2008
Latest FilingMay 9, 2019
🔒 Full AUM trend chart and 26 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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