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Philip Melvin Dorr

WATER VALLEY INVESTMENT ADVISORS, INC.·LITTLE ELM, Texas
Unclaimed Profile
313 OAK HOLLOW WAY, LITTLE ELM, TX 75068CRD# 1467676Firm CRD# 116936
01

About

Philip Melvin Dorr is a registered financial advisor based in LITTLE ELM, Texas, affiliated with WATER VALLEY INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WATER VALLEY INVESTMENT ADVISORS, INC.
WATER VALLEY INVESTMENT ADVISORS, INC.
AUM
$125M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WATER VALLEY INVESTMENT ADVISORS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1467676
Firm CRD# 116936
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip Melvin Dorr offer?
Philip Melvin Dorr specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LITTLE ELM, Texas for a consultation.
What are Philip Melvin Dorr's credentials?
Philip Melvin Dorr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Melvin Dorr located?
Philip Melvin Dorr is based in LITTLE ELM, Texas, working with WATER VALLEY INVESTMENT ADVISORS, INC.. Their office serves clients in the LITTLE ELM metropolitan area and surrounding communities.
How does Philip Melvin Dorr charge for services?
Philip Melvin Dorr'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 WATER VALLEY INVESTMENT ADVISORS, INC.?
WATER VALLEY INVESTMENT ADVISORS, INC. has approximately 3 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LITTLE ELM
Kurt Henry Dorr — WATER VALLEY INVESTMENT ADVISORS, 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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