Western Strategic Assets, L.L.C.

Broker-DealerFINRA Member

Total AUM

—

Advisory reps

11

Avg account

$0

Firm details

Headquarters: Fort Worth, Texas
CRD number: 118757
Registered since: May 3, 2002

Firm profile

FINTRX

Overview

Western Strategic Assets, L.L.C. is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not described as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Contacts

3 of 11

Donald Woodard
PresidentCRD 1214213
Robert Garza
Compliance PrincipalCRD 2647459
James Georgeadis
Managing DirectorCRD 5471512

Unlock 8 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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

Similar firms

Trindero Securities, LLC

Fort Worth, TX

Bley Investment Group, Inc.

Fort Worth, TX

Westmoreland Capital Corporation

Fort Worth, TX

DOO Financial US, Inc.

Fort Worth, TX

Rhodes Securities, Inc.

Fort Worth, TX

SMH Capital Investments LLC

Fort Worth, TX

More Broker-Dealers in Fort Worth →All Texas Broker-Dealers →