Tevis Investment Management, LLC
Tevis Investment Management, LLC (CRD# 167750) is a financial advisory firm headquartered in Plano, TX. They manage $76,702,858 in 238 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management77MILLION
Total Number of Accounts238ACCOUNTS
Average Account Value$322,281
- A percentage of assets under your management
- Financial planning services
- 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)
William Tevis (CRD# 4147664) is an Investment Advisor Representative working at Tevis Investment Management, LLC in Plano, TX and has over 17 years of experience in the finance industry.