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Home > Retirement Planners > texas > marble falls > DOMINION PORTFOLIO MANAGEMENT, INC.
DOMINION PORTFOLIO MANAGEMENT, INC.
1002 Marble Heights Dr
Suite 101
Marble Falls, Texas 78654
Tel: 813-264-0440
About DOMINION PORTFOLIO MANAGEMENT, INC.
DOMINION PORTFOLIO MANAGEMENT, INC, formally registered with the SEC as DOMINION PORTFOLIO MANAGEMENT, INC. The firm was established in 05/13/2019. They have over 17 offices throughout the country.
DOMINION PORTFOLIO MANAGEMENT, INC. is a Marble Falls, Texas based Financial Planning firm with nearly $153,005,686 assets under management, offering retirement planning & investment advisory services to 950 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106918 |
| SEC# | 801-115280 |
| Assets Managed by Firm | $153,005,686 |
| No. of Clients | 950 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 950 | $153,005,686 |
| Individuals (other than high net worth individuals) | 931 | $121,067,988 |
| High net worth individuals | 19 | $31,937,698 |
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