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Building 2DOMINION PORTFOLIO MANAGEMENT, INC.

Map pinMARBLE FALLS, TX
Phone813-264-0440
NotebookSEC #801-115280
Total AUM
$277.1M
Employees
18
Clients
782

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1002 MARBLE HEIGHTS DR
SUITE 101
MARBLE FALLS
TX 78654
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
813-264-0440
Other Offices
13

ReceiptFinancials

Total AUM
$277.1M
Accounts
782
Discretionary
$277.1M
Accounts
782
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
756
AUM
$187.5M
HNW Individual Clients
26
AUM
$89.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOFLGAILINKSKYLAMIMOMSNDOKSCTXUTWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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