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Ann Hughes

DOVETAIL WEALTH MANAGEMENT, LLC·TAYLOR, Texas
Clean recordDOVETAIL WEALTH MANAGEMENT, LLC
301 NORTH MAIN STREET, TAYLOR, TX 76574CRD# 7089666Firm CRD# 291068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ann Hughes · TAYLOR, TX
Registration
CRD #7089666 · DOVETAIL WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ann Hughes is a registered financial advisor based in TAYLOR, Texas, affiliated with DOVETAIL WEALTH MANAGEMENT, 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
Introduction

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03

Firm Overview

Firm
DOVETAIL WEALTH MANAGEMENT, LLC
DOVETAIL WEALTH MANAGEMENT, LLC
AUM
$278M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DOVETAIL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7089666
Firm CRD# 291068
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ann Hughes offer?
Ann Hughes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TAYLOR, Texas for a consultation.
What are Ann Hughes's credentials?
Ann Hughes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ann Hughes located?
Ann Hughes is based in TAYLOR, Texas, working with DOVETAIL WEALTH MANAGEMENT, LLC. Their office serves clients in the TAYLOR metropolitan area and surrounding communities.
How does Ann Hughes charge for services?
Ann Hughes'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 DOVETAIL WEALTH MANAGEMENT, LLC?
DOVETAIL WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DOVETAIL WEALTH MANAGEMENT, LLC

Louis Roy Hughes
TAYLOR, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
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Research
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