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Building 2REVERE ASSET

Map pinALLEN, TX
Phone855-732-5932
NotebookSEC #801-126706
Total AUM
$407.9M
Employees
7
Clients
501

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
825 WATTERS CREEK BLVD
SUITE 385
ALLEN
TX 75013
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
855-732-5932

ReceiptFinancials

Total AUM
$407.9M
Accounts
1,110
Discretionary
$407.9M
Accounts
1,110
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
395
AUM
$203.8M
HNW Individual Clients
105
AUM
$204M
Charitable Organization Clients
1
AUM
$51.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMINYTXVA

HandshakeAffiliates

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

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