FWL Investment Management is an investment advisor in Dallas with $567.31 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
472432324
SEC advisor number
801-110851
FINRA CRD number
174119
AUM ?
$567.31 mm
(as of 17 Mar 22)
Accounts
286
(as of 17 Mar 22)
Employees
6
(2 investment advisory or research)
Office hours
Monday - Friday, 8:00AM-5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Lear, Frederick, Wayne | Managing Partner; Chief Compliance Officer | 11/2014 | > 75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
14 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
11 May 22