Tevis Investment Management, LLC

Tevis Investment Management, LLC (CRD# 167750) is a financial advisory firm headquartered in Plano, TX. They manage $64,238,583 in 190 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $338,098
Compensation Options
  • A percentage of assets under your management
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

NM, TX

Financial Advisors at Tevis Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William R. Tevis
CRD#: 4147664
1800 Preston Park, Suite 130, Plano, TX 75093
93
Wealthminder
score

William Tevis (CRD# 4147664) is an Investment Advisor Representative working at Tevis Investment Management, LLC in Plano, TX and has over 16 years of experience in the finance industry.

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