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Ryan Zachary Rourke

DOLIVER ADVISORS, L.P.·HOUSTON, Texas
Unclaimed Profile
6363 WOODWAY, HOUSTON, TX 77057CRD# 7326292Firm CRD# 106247
01

About

Ryan Zachary Rourke is a registered financial advisor based in HOUSTON, Texas, affiliated with DOLIVER ADVISORS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
DOLIVER ADVISORS, L.P.
DOLIVER ADVISORS, L.P.
AUM
$565M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at DOLIVER ADVISORS, L.P. →
Services
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7326292
Firm CRD# 106247
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ryan Zachary Rourke offer?
Ryan Zachary Rourke specializes in Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Ryan Zachary Rourke's credentials?
Ryan Zachary Rourke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Zachary Rourke located?
Ryan Zachary Rourke is based in HOUSTON, Texas, working with DOLIVER ADVISORS, L.P.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Ryan Zachary Rourke charge for services?
Ryan Zachary Rourke'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 DOLIVER ADVISORS, L.P.?
DOLIVER ADVISORS, L.P. has approximately 12 employees and manages $565M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DOLIVER ADVISORS, L.P.

Edward Coe Tredennick
HOUSTON, TX
Ralph Denneth Mcbride
HOUSTON, TX
Charles Keithley Ward
HOUSTON, TX
James Pryor
HOUSTON, TX

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Research
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