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Revere Asset Management, Inc.

● SEC registered since 2022CRD 152881SEC# 801-126706Allen, TX
Export (members)
Reg. AUM
$216.8M
Employees
4
Accounts
740
Location
Allen, TX

Revere Asset Management, Inc. assets under management

Revere Asset Management, Inc. is an investment advisory firm registered with the SEC based in Allen, TX. The firm has been registered since 2022. It reports $216.8 million in regulatory assets under management and employs 4 people.
www.revereasset.comView on SEC.gov ↗

Revere Asset Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Daniel Martin Stewart ControlPresident/Chief Compliance Officer/Chief Executive Officer50-75%2010
Donald Michael VandenbordShareholder, Cio, Sr. Portfolio Manager25-50%2016

Frequently asked questions

How much does Revere Asset Management, Inc. manage?

Revere Asset Management, Inc. reports $216.8 million in regulatory assets under management on its Form ADV.

How many employees does Revere Asset Management, Inc. have?

Revere Asset Management, Inc. reports 4 employees.

Where is Revere Asset Management, Inc. located?

Revere Asset Management, Inc. is based in Allen, TX and has been SEC-registered since 2022.

Does Revere Asset Management, Inc. disclose fund performance?

Revere Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address825 Waters Creek Blvd, Suite 385, Allen, TX 75013
Phone855-732-5932
Fax214-242-4100
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$216.8M
Non-discretionary$0
Total (RAUM)$216.8M