DOLIVER ADVISORS, L.P.

HOUSTON, Texas·5 registered advisors·CRD# 106247
SEC# 801-444710713-917-0022
01

Firm Overview

AUM
$565M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at DOLIVER ADVISORS, L.P.

5 registered advisors
Charles Keithley Ward
HOUSTON, Texas
Edward Coe Tredennick
HOUSTON, Texas
James Pryor
HOUSTON, Texas
Ralph Denneth Mcbride
HOUSTON, Texas
Ryan Zachary Rourke
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
5 advisors

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Data sourced from SEC Form ADV filings. DOLIVER ADVISORS, L.P. (CRD# 106247) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.