WESTMOUNT REALTY ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
DALLAS, Texas
CRD number
293508
Fee structure
Fixed Fees

Firm profile

FINTRX

Overview

Westmount Realty Advisors, LLC is a small, domestic limited liability company that focuses on real estate investing and sponsorship activity. The firm operates with a fixed-fee business model and is recorded as the sponsor of limited partnerships that are not pooled investment vehicles. It is not identified as an active ESG investor, does not operate across multiple states, and is not classified as a capital allocator to third-party managers. The available profile suggests the firm’s primary activity is real-estate oriented sponsor and investment work rather than a broad retail advisory practice.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DARYL ROBERTSON II

    CRD 8229905

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
700 N Pearl St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth