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Dauphinais Marie Poe

JIM POE AND ASSOCIATES INC.·FT. WORTH, Texas
Unclaimed Profile
6040 CAMP BOWIE BLVD. SUITE 3, FT. WORTH, TX 76116CRD# 5129115Firm CRD# 140232
01

About

Dauphinais Marie Poe is a registered financial advisor based in FT. WORTH, Texas, affiliated with JIM POE AND ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JIM POE AND ASSOCIATES INC.
JIM POE AND ASSOCIATES INC.
AUM
$43M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at JIM POE AND ASSOCIATES INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5129115
Firm CRD# 140232
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dauphinais Marie Poe offer?
Dauphinais Marie Poe specializes in Financial Planning, Investment Management. Contact their office in FT. WORTH, Texas for a consultation.
What are Dauphinais Marie Poe's credentials?
Dauphinais Marie Poe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dauphinais Marie Poe located?
Dauphinais Marie Poe is based in FT. WORTH, Texas, working with JIM POE AND ASSOCIATES INC.. Their office serves clients in the FT. WORTH metropolitan area and surrounding communities.
How does Dauphinais Marie Poe charge for services?
Dauphinais Marie Poe's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JIM POE AND ASSOCIATES INC.?
JIM POE AND ASSOCIATES INC. has approximately 6 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FT. WORTH
James Emory Poe — JIM POE AND ASSOCIATES INC.John David Langston — PANTHER CAPITAL GROUP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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