Inverdale Capital Management, LLC

Inverdale Capital Management, LLC (CRD# 165861) is a financial advisory firm headquartered in Dallas, TX. They manage $16,500,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $5,500,000
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Inverdale Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ryan M. Small
CRD#: 6131308
5949 Sherry Lane, Suite 920, Dallas, TX 75225
90
Wealthminder
score

Ryan Small (CRD# 6131308) is an Investment Advisor Representative working at Inverdale Capital Management, LLC in Dallas, TX and has over 4 years of experience in the finance industry.

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