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DOLIVER ADVISORS, L.P.
6363 Woodway
Suite 763
Houston, Texas 77057
Tel: 713-917-0022
About DOLIVER ADVISORS, L.P.
DOLIVER ADVISORS, LP, formally registered with the SEC as DOLIVER ADVISORS, LP. The firm was established in 08/11/1993. They have over 1 offices throughout the country.
DOLIVER ADVISORS, L.P. is a Houston, Texas based Financial Planning firm with nearly $565,200,000 assets under management, offering retirement planning & investment advisory services to 506 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106247 |
| SEC# | 801-44471 |
| Assets Managed by Firm | $565,200,000 |
| No. of Clients | 506 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 506 | $565,200,000 |
| Individuals (other than high net worth individuals) | 290 | $72,600,000 |
| High net worth individuals | 80 | $267,000,000 |
| Pension and profit sharing plans | 19 | $10,400,000 |
| Charitable organizations | 6 | $9,800,000 |
| Corporations or other businesses | 43 | $122,800,000 |
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