WESTMOUNT REALTY ADVISORS, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 293508
- Fee structure
- Fixed Fees
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1DARYL ROBERTSON II
CRD 8229905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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