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REVERE ASSET
825 Waters Creek Blvd
Suite 385
Allen, Texas 75013
Tel: 855-732-5932
About REVERE ASSET
REVERE ASSET, formally registered with the SEC as REVERE ASSET. The firm was established in 10/11/2022. They have over 1 offices throughout the country.
REVERE ASSET is a Allen, Texas based Financial Planning firm with nearly $156,569,026 assets under management, offering retirement planning & investment advisory services to 579 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152881 |
| SEC# | 801-126706 |
| Assets Managed by Firm | $156,569,026 |
| No. of Clients | 579 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 579 | $156,569,026 |
| Individuals (other than high net worth individuals) | 247 | $51,470,170 |
| High net worth individuals | 76 | $93,549,303 |
| Pension and profit sharing plans | 2 | $11,549,553 |
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|---|---|---|---|
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| $298,729,428,900 | 360116 | 4065 | |
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