Doliver Advisors has been managing client wealth for 34 years. Built on a commitment to wealth preservation and long-term growth, Doliver manages over $550 million in assets. Doliver's core quantitative investment strategy is focused in the closed-end fund niche, a strategy which has produced attractive risk-adjusted returns for 30 years. The Wealth Management Group provides a range of family office type services, including customized portfolio management for families and individuals. Throughout everything we do, we put our clients' interests first. For more details, please reference our website which also includes our contact information. www.doliveradvisors.com
View Top Employees from Doliver Advisors, LPWebsite | http://www.doliveradvisors.com |
Revenue | $6 million |
Employees | 8 (8 on RocketReach) |
Founded | 1988 |
Address | 6363 Woodway Dr Ste 963, Houston, Texas 77030, US |
Phone | (713) 917-0022 |
Fax | (713) 917-0033 |
Technologies |
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Industry | Investment Management, Finance General, Finance |
Competitors | Balboa Wealth Partners, Inc., Clarity Capital Advisors, EH Wealth Advisors, LLC., Forza Investment Advisory LLC, Stockade Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Doliver Advisors, LP employee's phone or email?
The Doliver Advisors, LP annual revenue was $6 million in 2024.
James Pryor is the Chief Compliance Officer of Doliver Advisors, LP.
8 people are employed at Doliver Advisors, LP.
Doliver Advisors, LP is based in Houston, Texas.
The NAICS codes for Doliver Advisors, LP are [523, 5239, 52393, 52].
The SIC codes for Doliver Advisors, LP are [62, 628].