WARWICK PARTNERS
Firm details
- Headquarters
- BRYAN, Texas
- CRD number
- 105951
- Registered since
- July 19, 1979
- Website
- www.warwickpartners.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.36%
- Pension & Profit Sharing Plans19.74%
- Charitable Organizations17.46%
- Individuals0.77%
- Corporations / Businesses0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Warwick Partners is an independent, SEC‑registered investment adviser that operates as a capital allocator for individual and family clients. The firm has been registered since 1979 and charges fees as a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of sub‑advisers. Warwick Partners does not self-identify as an active ESG investor and is organized as a corporation with individual ownership. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds67%
- Cash & Cash Equivalents22%
- Exchange Traded Equities5%
- Private Funds5%
- US Government Bonds1%
Owners & executives
1 of 1Ross Willmann
Partner, Chief Investment OfficerCRD 5195267
Contacts
3 of 3THOMAS FRAIM
Financial AdvisorCRD 6655662
Grant Stucki
Senior Financial PlannerCRD 5679176
Clarence Glover
OwnerCRD 723504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$687M in ETFs
80%
$547M
20%
$139M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB 1000 INDEX ETF (SCHK) | Schwab | Passive | Large Blend | $112M | 3,580,579 | 16.34% |
Location
BRYAN, TX
BRAZOS
Location
BRYAN, TX
Headquartered in BRYAN, TX, in the South of the United States.
- Region
- South
- County
- BRAZOS
- Address
- 4444 Carter Creek Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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