Overview
Assets Under Management: $299 million
Headquarters: TAYLOR, TX
High-Net-Worth Clients: 275
Average Client Assets: $781,362
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 275
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.82
Average High-Net-Worth Client Assets: $781,362
Total Client Accounts: 819
Discretionary Accounts: 819
Regulatory Filings
CRD Number: 291068
Last Filing Date: 2025-02-06 00:00:00
Website: https://www.dovetailwealth.com