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DOVETAIL WEALTH MANAGEMENT, LLC
Tel: (512) 352-1613
301 North Main Street Taylor, Texas 76574
DOVETAIL WEALTH MANAGEMENT, LLC
DOVETAIL WEALTH MANAGEMENT, LLC is a Taylor, Texas based financial advisory firm with nearly $299,183,668 in assets under management and provides investment advisory services for 819 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
291068
SEC#:
801-112276
No. of Clients:
819
Assets under Management
$299,183,668
No. of Advisors:
4
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