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Home > Retirement Planners > texas > taylor > DOVETAIL WEALTH MANAGEMENT, LLC
DOVETAIL WEALTH MANAGEMENT, LLC
301 North Main Street
Taylor, Texas 76574
Tel: (512) 352-1613
About DOVETAIL WEALTH MANAGEMENT, LLC
DOVETAIL WEALTH MANAGEMENT, LLC, formally registered with the SEC as DOVETAIL WEALTH MANAGEMENT, LLC. The firm was established in 01/08/2018. They have over 1 offices throughout the country.
DOVETAIL WEALTH MANAGEMENT, LLC is a Taylor, Texas based Financial Planning firm with nearly $299,183,668 assets under management, offering retirement planning & investment advisory services to 819 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291068 |
| SEC# | 801-112276 |
| Assets Managed by Firm | $299,183,668 |
| No. of Clients | 819 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- 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 | 819 | $299,183,668 |
| Individuals (other than high net worth individuals) | 535 | $79,878,287 |
| High net worth individuals | 275 | $214,874,648 |
| Charitable organizations | 6 | $1,867,546 |
| Corporations or other businesses | Fewer than 5 clients | $2,563,187 |
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|---|---|---|---|
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