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Daniel Martin Stewart

REVERE ASSET MANAGEMENT, INC.·ALLEN, Texas
Unclaimed Profile
825 WATERS CREEK BLVD, ALLEN, TX 75013CRD# 2649504Firm CRD# 152881
01

About

Daniel Martin Stewart is a registered financial advisor based in ALLEN, Texas, affiliated with REVERE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
REVERE ASSET MANAGEMENT, INC.
REVERE ASSET
AUM
$157M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at REVERE ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2649504
Firm CRD# 152881
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Martin Stewart offer?
Daniel Martin Stewart specializes in Investment Management, Wealth Management. Contact their office in ALLEN, Texas for a consultation.
What are Daniel Martin Stewart's credentials?
Daniel Martin Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Martin Stewart located?
Daniel Martin Stewart is based in ALLEN, Texas, working with REVERE ASSET MANAGEMENT, INC.. Their office serves clients in the ALLEN metropolitan area and surrounding communities.
How does Daniel Martin Stewart charge for services?
Daniel Martin Stewart's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REVERE ASSET MANAGEMENT, INC.?
REVERE ASSET MANAGEMENT, INC. has approximately 4 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
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Research
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