DOLIVER ADVISORS, L.P.

HOUSTON, Texas·4 registered advisors·CRD# 106247
SEC# 801-444710713-917-0022
01

Firm Overview

AUM
$565M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
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.

4 registered advisors
Charles Keithley Ward
HOUSTON, Texas
Edward Coe Tredennick
HOUSTON, Texas
James Pryor
HOUSTON, Texas
CFP
Ryan Zachary Rourke
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
4 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.