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TEVIS INVESTMENT MANAGEMENT, LLC
5700 West Plano Parkway
Suite 3800
Plano, Texas 75093
Tel: (972) 971-2169
About TEVIS INVESTMENT MANAGEMENT, LLC
TEVIS INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as TEVIS INVESTMENT MANAGEMENT, LLC. The firm was established in 04/29/2021. They have over 1 offices throughout the country.
TEVIS INVESTMENT MANAGEMENT, LLC is a Plano, Texas based Financial Planning firm with nearly $206,461,696 assets under management, offering retirement planning & investment advisory services to 509 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167750 |
| SEC# | 801-121011 |
| Assets Managed by Firm | $206,461,696 |
| No. of Clients | 509 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 509 | $206,461,696 |
| Individuals (other than high net worth individuals) | 46 | $26,429,711 |
| High net worth individuals | 59 | $172,415,201 |
| Pension and profit sharing plans | 1 | $3,251,872 |
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