Investment Strategies, LLC

Investment Strategies, LLC (CRD# 155481) is a financial advisory firm headquartered in Corpus Christi, TX. They manage $35,100,218 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $746,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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 Investment Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dorothy A. Fowler
CRD#: 4123499
Corpus Christi, TX
93
Wealthminder
score

Dorothy Fowler (CRD# 4123499) is an Investment Advisor Representative working at Investment Strategies, LLC in Corpus Christi, TX and has over 16 years of experience in the finance industry.

2
Shana F. Hofmeister
CRD#: 4501155
Corpus Christi, TX
93
Wealthminder
score

Shana Hofmeister (CRD# 4501155) is an Investment Advisor Representative working at Investment Strategies, LLC in Corpus Christi, TX and has over 11 years of experience in the finance industry.

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