Sawyer Investment Management Company
Firm details
- Headquarters
- Colleyville, Texas
- CRD number
- 174535
- Website
- www.sawyerinvestment.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sawyer Investment Management Company is a single-owner, independent registered investment adviser operating as a sole proprietorship and focused on individual and family clients. The adviser combines accounting-related business activities with discretionary portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Ryan Sawyer
OwnerCRD 6120795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Colleyville, TX
Tarrant
Location
Colleyville, TX
Headquartered in Colleyville, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 1005 Glade Rd
- Time zone
- CT (UTC-6)
- Office locations
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