Doliver Advisors, LP

Doliver Advisors, LP (CRD# 106247) is a financial advisory firm headquartered in Houston, TX. They manage $565,200,000 in 506 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
6363 Woodway, Suite 763, Houston, TX 77057
https://www.linkedin.com/company/doliver-advisors/
By the Numbers
  • Total Assets Under Management
    565
    MILLION
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $1,116,996
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, OH, TX

Financial Advisors at Doliver Advisors, LP
Showing 1 - 6 of 6 top financial advisors.
1
Christopher Day, financial advisor Houston TX
Christopher J. Day
CRD#: 4672469
6363 Woodway, Suite 763, Houston, TX 77057

Christopher Day (CRD# 4672469) is an Investment Advisor Representative working at Doliver Advisors, LP in Houston, TX and has over 5 years of experience in the finance industry.

2
Scott Jackson, financial advisor Houston TX
Scott M. Jackson
CRD#: 5602182
6363 Woodway, Suite 763, Houston, TX 77057

Scott Jackson (CRD# 5602182) is an Investment Advisor Representative working at Doliver Advisors, LP in Houston, TX and has over 15 years of experience in the finance industry.

3
Ronald Olin, financial advisor Sarasota FL
Ronald Olin
CRD#: 1651137
Sarasota, FL

Ronald Olin (CRD# 1651137) is an Investment Advisor Representative working at Doliver Advisors, LP in Sarasota, FL and has 1 year of experience in the finance industry.

4
Michael Rome, financial advisor Houston TX
Michael E. Rome
CRD#: 1587609
6363 Woodway, Suite 763, Houston, TX 77057

Michael Rome (CRD# 1587609) is an Investment Advisor Representative working at Doliver Advisors, LP in Houston, TX and has over 37 years of experience in the finance industry.

5
Edward Tredennick, financial advisor Houston TX
Edward C. Tredennick
CRD#: 5725293
6363 Woodway, Suite 763, Houston, TX 77057

Edward Tredennick (CRD# 5725293) is an Investment Advisor Representative working at Doliver Advisors, LP in Houston, TX and has over 14 years of experience in the finance industry.

6
John Dunn, financial advisor Houston TX
John L. Dunn
CRD#: 4757056
6363 Woodway, Suite 763, Houston, TX 77057

John Dunn (CRD# 4757056) is an Investment Advisor Representative working at Doliver Advisors, LP in Houston, TX and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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