James Traweek is a registered investment advisor at Cpmg, INC., based in Dalas, TX, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPMG manages investments for private investment funds and a separately managed account. The fees for these services are based on a percentage of the assets managed or performance-based allocations. The specific fees are negotiable for separately managed accounts. Clients are also responsible for brokerage and custodial fees.
Location
2000 Mckinney Ave, Suite 2125, Dalas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cpmg, INC.
Previous Registrations
Cardinal Public Market Group, L.P.
Cardinal Investment Company, INC.
State Registrations1 state
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