Sawyer Investment Management Company

RIASEC Registered
Total AUM
$337K
Discretionary
$337K
100% of AUM
Avg account
$84.3K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
Colleyville, Texas
CRD number
174535
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Ryan Sawyer

    Ryan Sawyer

    OwnerCRD 6120795

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth