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).
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Total Assets Under Management133MILLION
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Total Number of Accounts573ACCOUNTS
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Average Account Value$232,966
- A percentage of assets under your management
- Performance-based fees
- 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)
CA, CO, FL, MI, TX, VA
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.
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.
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.
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.