Mw Pritchard Hubble & Herr, LLC (Plano)


Mw Pritchard Hubble & Herr, LLC is a large advisory firm based in Plano. It manages $735 million of regulatory assets for 1,138 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 18 other states.

Mw Pritchard Hubble & Herr provides portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mw Pritchard Hubble & Herr: assets under management

The assets under management (AUM) of Mw Pritchard Hubble & Herr, LLC is $735 million. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $730 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $660.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $156.25 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mw Pritchard Hubble & Herr, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mw Pritchard Hubble & Herr, LLC

Patrick L. Mitchell has been acting as President since 1 Jan 2001. Tex Braden Grubbs joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Mw Conduit Interest owner 1 Jan 2001 50% - 75% 95-4827719
Patrick L. Mitchell Director 1 Jan 2001 Other 4241187
Richard Scott Hollander Director 1 Jan 2001 Other 724511
M. Byron Davis Director 1 Jan 2001 Other 4332154
William Fields Hubble Director, chairman, ceo & president 1 Jan 2001 Other 838300
John Kevin Dolan Director & evp 1 Jan 2001 Other 1535765
Anthony Desantis Director & evp 1 Jan 2001 Other 2476888
William Francis Quinn Director 1 Jan 2001 Other 1711806
Inc. (Formerly Known As Pritchard Hubble & Herr Inc.) Phh Holding Company Interest owner 1 Jan 2001 25% - 50% 95-3220318
Ronald Ellis Simmons Director 1 Jan 2001 Other 2143052
John Barton Roberson Director 1 Apr 2001 Other 1141521
Richard Harlan Schweitzer Board member 1 May 2002 Other 2312588
William Fields Hubble Director, chairman, ceo 1 Dec 2002 Other 838300
Ronald Ellis Simmons Director-coo, president 1 Dec 2002 Other 2143052
Tex Braden Grubbs Chief compliance officer 1 Jan 2005 Other 4407939

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Metropolitan West Financial Interest owner / member 1 Dec 2000 75% - 100% 95-4778654
Llc Metropolitan West Financial Interest owner / member 1 Jan 2002 75% - 100% 95-4888043
Llc Mw Holdings Interest owner 1 Jan 2002 75% - 100% 95-4778654

Based in Plano

The principal office where Mw Pritchard Hubble & Herr, LLC performs its advisory services is located at 2805 North Dallas Parkway, Plano, TX 75093, which is also the mailing address of the firm. An additional office of the firm is in St. Petersburg, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 469-467-0826 or by fax 469-467-0273. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.phhinvestments.com.

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