Western Strategic Assets, L.L.C.
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 118757
- Registered since
- May 3, 2002
Firm profile
FINTRXOverview
Western Strategic Assets, L.L.C. is organized as a limited liability company and has been SEC-registered since 2002. Regulatory classification lists the firm as an investment bank; ownership is noted as a combination of a domestic entity and an individual. The firm's filings indicate it does not operate as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public disclosures do not specify client types, fee arrangements, or detailed business and advisory activities.
Assets & Accounts
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
Contacts
3 of 11
Donald Woodard
PresidentCRD 1214213
Robert Garza
Compliance PrincipalCRD 2647459

James Georgeadis
Managing DirectorCRD 5471512
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 3100 W 7th St
- Time zone
- CT (UTC-6)
- Office locations
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