JIM POE AND ASSOCIATES INC.

FT. WORTH, Texas·2 registered advisors·CRD# 140232
SEC# 801-71822817-569-7600
01

Firm Overview

AUM
$43M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JIM POE AND ASSOCIATES INC.

2 registered advisors
Dauphinais Marie Poe
FT. WORTH, Texas
James Emory Poe
FT. WORTH, Texas
05

Office Locations

FT. WORTH, Texas
2 advisors

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Data sourced from SEC Form ADV filings. JIM POE AND ASSOCIATES INC. (CRD# 140232) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.