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TEVIS INVESTMENT MANAGEMENT, LLC

Tel: (972) 971-2169
5700 West Plano Parkway
Suite 3800
Plano, Texas  75093

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TEVIS INVESTMENT MANAGEMENT, LLC

TEVIS INVESTMENT MANAGEMENT, LLC is a Plano, Texas based financial advisory firm with nearly $206,461,696 in assets under management and provides investment advisory services for 509 clients. There are currently 1 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM

Firm CRD#:

167750

SEC#:

801-121011

No. of Clients:

509

Assets under Management

$206,461,696

No. of Advisors:

1

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