Mw Pritchard Hubble & Herr, LLC (Plano)

Name: Mw Pritchard Hubble & Herr, LLC
Address: 2805 North Dallas Parkway, Plano, TX, 75093
Telephone: 469-467-0826

Mw Pritchard Hubble & Herr, LLC is a large advisory firm based in Plano. It manages $735 million of regulatory assets for 1,138 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 18 other states.

Mw Pritchard Hubble & Herr provides portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mw Pritchard Hubble & Herr: assets under management

The assets under management (AUM) of Mw Pritchard Hubble & Herr, LLC is $735 million. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $730 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $660.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $156.25 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mw Pritchard Hubble & Herr, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mw Pritchard Hubble & Herr, LLC

Patrick L. Mitchell has been acting as President since 1 Jan 2001. Tex Braden Grubbs joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Mw Conduit	Interest owner	1 Jan 2001	50% - 75%	95-4827719
Patrick L. Mitchell	Director	1 Jan 2001	Other	4241187
Richard Scott Hollander	Director	1 Jan 2001	Other	724511
M. Byron Davis	Director	1 Jan 2001	Other	4332154
William Fields Hubble	Director, chairman, ceo & president	1 Jan 2001	Other	838300
John Kevin Dolan	Director & evp	1 Jan 2001	Other	1535765
Anthony Desantis	Director & evp	1 Jan 2001	Other	2476888
William Francis Quinn	Director	1 Jan 2001	Other	1711806
Inc. (Formerly Known As Pritchard Hubble & Herr Inc.) Phh Holding Company	Interest owner	1 Jan 2001	25% - 50%	95-3220318
Ronald Ellis Simmons	Director	1 Jan 2001	Other	2143052
John Barton Roberson	Director	1 Apr 2001	Other	1141521
Richard Harlan Schweitzer	Board member	1 May 2002	Other	2312588
William Fields Hubble	Director, chairman, ceo	1 Dec 2002	Other	838300
Ronald Ellis Simmons	Director-coo, president	1 Dec 2002	Other	2143052
Tex Braden Grubbs	Chief compliance officer	1 Jan 2005	Other	4407939

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Metropolitan West Financial	Interest owner / member	1 Dec 2000	75% - 100%	95-4778654
Llc Metropolitan West Financial	Interest owner / member	1 Jan 2002	75% - 100%	95-4888043
Llc Mw Holdings	Interest owner	1 Jan 2002	75% - 100%	95-4778654

Based in Plano

The principal office where Mw Pritchard Hubble & Herr, LLC performs its advisory services is located at 2805 North Dallas Parkway, Plano, TX 75093, which is also the mailing address of the firm. An additional office of the firm is in St. Petersburg, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 469-467-0826 or by fax 469-467-0273. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.phhinvestments.com.