Revere Asset

Revere Asset (CRD# 152881) is a financial advisory firm headquartered in Allen, TX. They manage $133,489,788 in 573 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
825 Waters Creek Blvd, Suite 385, Allen, TX 75013
http://www.revereasset.com
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $232,966
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 businesses (other than small businesses) or institutional clients
  • 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, CO, FL, MI, TX, VA

Financial Advisors at Revere Asset
Showing 1 - 4 of 4 top financial advisors.
1
Daniel Stewart, financial advisor Allen TX
Daniel M. Stewart
CRD#: 2649504
825 Waters Creek Blvd, Suite 385, Allen, TX 75013

Daniel Stewart (CRD# 2649504) is an Investment Advisor Representative working at Revere Asset in Allen, TX and has over 28 years of experience in the finance industry.

2
Donald Vandenbord, financial advisor Allen TX
Donald M. Vandenbord
CRD#: 6114133
825 Waters Creek Blvd, Suite 385, Allen, TX 75013

Donald Vandenbord (CRD# 6114133) is an Investment Advisor Representative working at Revere Asset in Allen, TX and has over 11 years of experience in the finance industry.

3
Connor Bates, financial advisor Saint Augustine FL
Connor J. Bates
CRD#: 7683213
Saint Augustine, FL

Connor Bates (CRD# 7683213) is an Investment Advisor Representative working at Revere Asset in Saint Augustine, FL and has 1 year of experience in the finance industry.

4
Ted Zhang, financial advisor Allen TX
Ted H. Zhang
CRD#: 7682805
825 Waters Creek Blvd, Suite 385, Allen, TX 75013

Ted Zhang (CRD# 7682805) is an Investment Advisor Representative working at Revere Asset in Allen, TX and has 1 year 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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