TLWM is an investment advisor in San Antonio with $333.26 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260129233
SEC advisor number
801-79214
FINRA CRD number
158305
AUM ?
$333.26 mm
(as of 26 May 23)
Accounts
1,319
(as of 26 May 23)
Employees
11
(10 investment advisory or research)
Address
TLWM
40 NE LOOP 410, SUITE 644
SAN ANTONIO
TX 78216
40 NE LOOP 410, SUITE 644
SAN ANTONIO
TX 78216
Office hours
Monday - Friday, 8AM - 5PM
Phone
210-541-8600
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Pellegrino, Enzo, Thomas | Chief Compliance Officer | 10/2011 | < 5% |
TLHC, LLC | Owner | 01/2014 | > 75% |
Pellegrino, Enzo, Thomas | Managing Member | 01/2014 | > 75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jul 24
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22