Tevis Investment Management, LLC

Tevis Investment Management, LLC (CRD# 167750) is a financial advisory firm headquartered in Plano, TX. They manage $171,253,833 in 444 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5700 West Plano Parkway, Suite 3800, Plano, TX 75093
http://www.tevisinvest.com
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $385,707
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, NM, TX

Financial Advisors at Tevis Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Tevis, financial advisor Plano TX
William R. Tevis
CRD#: 4147664
5700 West Plano Parkway, Suite 3800, Plano, TX 75093

William Tevis (CRD# 4147664) is an Investment Advisor Representative working at Tevis Investment Management, LLC in Plano, TX and has over 23 years 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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