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FIRM PROFILE
Overview
WESTERN STRATEGIC ASSETS, L.L.C. is located at 3100 W. Seventh Street Suite 300, Fort Worth, TX 76107 and was first established at Dallas, Texas in 09/09/2002. After operating for 23 years, WESTERN STRATEGIC ASSETS, L.L.C. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WESTERN STRATEGIC ASSETS, L.L.C.’s clients are individuals and 0% of their clients are high net worth individuals. WESTERN STRATEGIC ASSETS, L.L.C. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WESTERN STRATEGIC ASSETS, L.L.C. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WESTERN STRATEGIC ASSETS, L.L.C.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WESTERN STRATEGIC ASSETS, L.L.C.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for WESTERN STRATEGIC ASSETS, L.L.C. Comes From
Understanding the Statistics for WESTERN STRATEGIC ASSETS, L.L.C. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
3100 W. Seventh Street Suite 300, Fort Worth, TX 76107
3100 W. Seventh Street Suite 300, Fort Worth, TX 76107
Small
(817) 877-9980
Texas since 09/09/2002
Limited Liability Company
December
FIRM DOCUMENTS
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Advisor's working at WESTERN STRATEGIC ASSETS, L.L.C.
Donald Morris Woodard III
Kallen J Collier
Natalie Jennings Carter
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