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Gloria Ann Bohannon

MERCANTILE ADVISORS I, LLC·WICHITA FALLS, Texas
Unclaimed Profile
901 INDIANA AVE, WICHITA FALLS, TX 76301CRD# 1938011Firm CRD# 165094
01

About

Gloria Ann Bohannon is a registered financial advisor based in WICHITA FALLS, Texas, affiliated with MERCANTILE ADVISORS I, LLC. 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
MERCANTILE ADVISORS I, LLC
MERCANTILE INVESTMENT ADVISORS
AUM
$114M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MERCANTILE ADVISORS I, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1938011
Firm CRD# 165094
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gloria Ann Bohannon offer?
Gloria Ann Bohannon specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WICHITA FALLS, Texas for a consultation.
What are Gloria Ann Bohannon's credentials?
Gloria Ann Bohannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gloria Ann Bohannon located?
Gloria Ann Bohannon is based in WICHITA FALLS, Texas, working with MERCANTILE ADVISORS I, LLC. Their office serves clients in the WICHITA FALLS metropolitan area and surrounding communities.
How does Gloria Ann Bohannon charge for services?
Gloria Ann Bohannon'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 MERCANTILE ADVISORS I, LLC?
MERCANTILE ADVISORS I, LLC has approximately 3 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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