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LEAR INVESTMENT MANAGEMENT
FWL INVESTMENT MANAGEMENT, LLC
CRD 174119 · SEC 801-110851
2911 TURTLE CREEK BOULEVARD, SUITE 920, DALLAS, TX, 75219, United States
Phone
(214) 445-5900
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.24B
Discretionary AUM
$1.22B
Team
7 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)OTHER INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $35.4M |
| High net worth individuals | 96 | $358.4M |
| Other investment advisers | 9 | $846.2M |
States served
VT, CA, IL, MD, MN, NJ, NY, PA, MO, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD