DOVETAIL WEALTH MANAGEMENT, LLC

TAYLOR, Texas·2 registered advisors·CRD# 291068
SEC# 801-1122760(512) 352-1613
01

Firm Overview

AUM
$278M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at DOVETAIL WEALTH MANAGEMENT, LLC

2 registered advisors
Ann Hughes
TAYLOR, Texas
Louis Roy Hughes
TAYLOR, Texas
05

Office Locations

TAYLOR, Texas
2 advisors

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Data sourced from SEC Form ADV filings. DOVETAIL WEALTH MANAGEMENT, LLC (CRD# 291068) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.