Palmer
Lummis
Lummis Asset Management, L.P
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About this Advisor
Palmer Lummis is a financial advisor based in Fort Worth, Texas, working with Lummis Asset Management, L.P. Palmer has previously held positions at Lummis Asset Management, L.P and Lamco Capital, LLC. Palmer is registered to provide services in Texas. Currently, Palmer is part of Lummis Asset Management, L.P, which operates out of Fort Worth, Texas. The firm has 1 employee and manages assets totaling $183.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and publication of newsletters. The fee structure at Lummis Asset Management, L.P includes asset-based and hourly fees.
Services Offered
Fee Structure
Office Location
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Lummis Asset Management, L.P Brokerage Details
$183,187,386
1
130
$1,409,134
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Palmer Lummis Work History
Lummis Asset Management, L.P
Lamco Capital, LLC
Disclosures
Please visit the SEC profile of Palmer Lummis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lummis Asset Management, L.P
Fort Worth, TX
Fort Worth, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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