Weldon Robert Warren (Highland Village)


Weldon Robert Warren is an adviser based in Highland Village. It manages $2.5 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Weldon Robert Warren provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Weldon Robert Warren: assets under management

The assets under management (AUM) of Weldon Robert Warren is $2.5 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2 million in discretionary accounts and $500 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $35.71 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Weldon Robert Warren for their services and products based on a percentage of assets under management. 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.

Based in Highland Village

The principal office where Weldon Robert Warren performs its advisory services is located at 805 Kingwood Court, Highland Village, TX 75077, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 972-318-8993 or by fax 972-318-9869. The normal business hours are 8-5 on Monday - Friday.

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