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Kimmie Jo Mathis-Doumis

OXBOW ADVISORS, LLC·AUSTIN, Texas
Unclaimed Profile
500 WEST 5TH STREET, SUITE 1205, AUSTIN, TX 78701CRD# 2240144Firm CRD# 156393
01

About

Kimmie Jo Mathis-Doumis is a registered financial advisor based in AUSTIN, Texas, affiliated with OXBOW ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
OXBOW ADVISORS, LLC
OXBOW ADVISORS, LLC
AUM
$1.9B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at OXBOW ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2240144
Firm CRD# 156393
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimmie Jo Mathis-Doumis offer?
Kimmie Jo Mathis-Doumis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Kimmie Jo Mathis-Doumis's credentials?
Kimmie Jo Mathis-Doumis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimmie Jo Mathis-Doumis located?
Kimmie Jo Mathis-Doumis is based in AUSTIN, Texas, working with OXBOW ADVISORS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Kimmie Jo Mathis-Doumis charge for services?
Kimmie Jo Mathis-Doumis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXBOW ADVISORS, LLC?
OXBOW ADVISORS, LLC has approximately 12 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
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DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
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