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Building 2DOVETAIL WEALTH MANAGEMENT, LLC

Map pinTAYLOR, TX
Phone(512) 352-1613
NotebookSEC #801-112276
Total AUM
$333.1M
Employees
4
Clients
860

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 NORTH MAIN STREET
TAYLOR
TX 76574
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(512) 352-1613

ReceiptFinancials

Total AUM
$333.1M
Accounts
867
Discretionary
$333.1M
Accounts
867
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
544
AUM
$84.5M
HNW Individual Clients
313
AUM
$243.4M
Pension/Profit Sharing Plan Clients
1
AUM
$251.1K
Charitable Organization Clients
1
AUM
$2M
Corporation or Business Clients
1
AUM
$3.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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