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Kathy Lynne Colby

DOMINION WEALTH ADVISORS, INC.·HORSESHOE BAY, Texas
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9000 HIGHWAY 2147 WEST, HORSESHOE BAY, TX 78657CRD# 1280917Firm CRD# 106918
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About

Kathy Lynne Colby is a registered financial advisor based in HORSESHOE BAY, Texas, affiliated with DOMINION WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
DOMINION PORTFOLIO MANAGEMENT, INC.
DOMINION PORTFOLIO MANAGEMENT, INC.
AUM
$153M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at DOMINION PORTFOLIO MANAGEMENT, INC. →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1280917
Firm CRD# 106918
8 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathy Lynne Colby offer?
Kathy Lynne Colby specializes in Investment Management, Fee-Only Advisory. Contact their office in HORSESHOE BAY, Texas for a consultation.
What are Kathy Lynne Colby's credentials?
Kathy Lynne Colby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathy Lynne Colby located?
Kathy Lynne Colby is based in HORSESHOE BAY, Texas, working with DOMINION WEALTH ADVISORS, INC.. Their office serves clients in the HORSESHOE BAY metropolitan area and surrounding communities.
How does Kathy Lynne Colby charge for services?
Kathy Lynne Colby's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOMINION WEALTH ADVISORS, INC.?
DOMINION WEALTH ADVISORS, INC. has approximately 21 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HORSESHOE BAY
Rix Carlton Smith — DOMINION PORTFOLIO MANAGEMENT, INC.Shirley Mae Crisler — DOMINION PORTFOLIO MANAGEMENT, INC.Mark Wayne Archambo — DOMINION PORTFOLIO MANAGEMENT, INC.Cameron Edward Shropshire — DOMINION PORTFOLIO MANAGEMENT, INC.Jimmy Dale Phillips — DOMINION PORTFOLIO MANAGEMENT, INC.
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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