Investment Strategies, LLC
Investment Strategies, LLC (CRD# 155481) is a financial advisory firm headquartered in Corpus Christi, TX. They manage $59,766,479 in 35 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Investment Strategies, LLC
By the Numbers
-
Total Assets Under Management60MILLION
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$1,707,614
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Investment Strategies, LLC
1
Dorothy Fowler (CRD# 4123499) is an Investment Advisor Representative working at Investment Strategies, LLC in Corpus Christi, TX and has over 24 years of experience in the finance industry.
2
Shana Hofmeister (CRD# 4501155) is an Investment Advisor Representative working at Investment Strategies, LLC in Corpus Christi, TX and has over 18 years of experience in the finance industry.
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