| Name | Title | Ownership | Since |
|---|---|---|---|
| Morris C Williams Control | Treasurer, Chief Compliance Officer | 25-50% | 1991 |
| Peter Howard Roe Control | President | 25-50% | 1991 |
Rtw Financial Advisors Inc reports $508.5 million in regulatory assets under management on its Form ADV.
Rtw Financial Advisors Inc reports 11 employees.
Rtw Financial Advisors Inc is based in Dallas, TX and has been SEC-registered since 1991.
Rtw Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5757 Alpha Road, Suite 700, Dallas, TX 75240 |
| Phone | 972-960-1212 |
| Fax | 972-960-1211 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $478.3M |
| Non-discretionary | $30.2M |
| Total (RAUM) | $508.5M |