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Building 2TEVIS INVESTMENT MANAGEMENT, LLC

Map pinPLANO, TX
Phone(972) 971-2169
NotebookSEC #801-121011
Total AUM
$234.8M
Employees
1
Clients
431

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5700 WEST PLANO PARKWAY
SUITE 3800
PLANO
TX 75093
United States
Operating Hours
8-5
Monday - Friday
Phone
(972) 971-2169

ReceiptFinancials

Total AUM
$234.8M
Accounts
581
Discretionary
$230.5M
Accounts
451
Non-Discretionary
$4.3M
Accounts
130

ContactClients

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Individual Clients
97
AUM
$27.9M
HNW Individual Clients
54
AUM
$197.7M
Pension/Profit Sharing Plan Clients
280
AUM
$9.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANMTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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