Revere Asset

Revere Asset (CRD# 152881) is a financial advisory firm headquartered in Dallas, TX. They manage $28,102,000 in 138 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $203,638
Compensation Options
  • A percentage of assets under your management
  • Performance-based 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
  • Other
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.

FL, MI, TX

Financial Advisors at Revere Asset
Showing 1 - 2 of 2 top financial advisors.
1
Donald M. Vandenbord
CRD#: 6114133
Saint Augustine, FL
90
Wealthminder
score

Donald Vandenbord (CRD# 6114133) is an Investment Advisor Representative working at Revere Asset in Saint Augustine, FL and has over 4 years of experience in the finance industry.

2
Daniel M. Stewart
CRD#: 2649504
17103 Preston Road, #225, Dallas, TX 75248
56
Wealthminder
score

Daniel Stewart (CRD# 2649504) is an Investment Advisor Representative working at Revere Asset in Dallas, TX and has over 21 years of experience in the finance industry.

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