Trammell Wealth
Firm details
- Headquarters
- ,
- CRD number
- 336817
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Trammell Wealth operates as an independent, individual-owned RIA organized as an LLC that focuses on advice for individuals and families. The firm provides financial planning and portfolio management services, including work with small-business owner accounts. Compensation is flexible: percentage-of-AUM billing coexists with hourly and fixed-fee arrangements. Trammell Wealth identifies as an active ESG investor and is not structured as a capital allocator or pension consultant; it is not registered 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 Equities77%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Contacts
1 of 1
Andrew Trammell
CCOCRD 7057292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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