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TEVIS INVESTMENT MANAGEMENT, LLC
TEVIS INVESTMENT MANAGEMENT, LLC
PLANO, Texas
·
1 registered advisor
·
CRD# 167750
SEC# 801-121011
0
(972) 971-2169
01
Firm Overview
AUM
$171M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at TEVIS INVESTMENT MANAGEMENT, LLC
1 registered advisor
William Ryan Tevis
PLANO, Texas
CRD# 4147664
05
Office Locations
PLANO, Texas
1 advisor
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Data sourced from SEC Form ADV filings. TEVIS INVESTMENT MANAGEMENT, LLC (CRD# 167750) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.