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DOMINION PORTFOLIO MANAGEMENT, INC.
DOMINION PORTFOLIO MANAGEMENT, INC.
MARBLE FALLS, Texas
·
9 registered advisors
·
CRD# 106918
SEC# 801-115280
16
813-264-0440
01
Firm Overview
AUM
$153M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at DOMINION PORTFOLIO MANAGEMENT, INC.
9 registered advisors
Cameron Edward Shropshire
HORSESHOE BAY, Texas
CRD# 2233524
Edmund Marcellus Cowart
HORSESHOE BAY, Texas
CRD# 2306670
Jimmy Dale Phillips
HORSESHOE BAY, Texas
CRD# 1346134
Kathy Lynne Colby
HORSESHOE BAY, Texas
CRD# 1280917
Mark Wayne Archambo
HORSESHOE BAY, Texas
CRD# 1673061
Rix Carlton Smith
HORSESHOE BAY, Texas
CRD# 1061442
Shirley Mae Crisler
HORSESHOE BAY, Texas
CRD# 2118069
Sue Neel Mayo
HORSESHOE BAY, Texas
CRD# 5633540
William Neel Mayo
HORSESHOE BAY, Texas
CRD# 835599
05
Office Locations
HORSESHOE BAY, Texas
9 advisors
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Data sourced from SEC Form ADV filings. DOMINION PORTFOLIO MANAGEMENT, INC. (CRD# 106918) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.