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Doliver Advisors

EST. AUM
$718,423,398

CONTACTS
3

CLIENT ACCOUNTS
237

Firm Details

Metro area Houston
CRD Number 106247
Website doliveradvisors.com
Client types

Overview

Founded in 1988, Doliver Advisors is a registered investment advisor and boutique multi-family office dedicated to managing client wealth. With over 35 years of experience, the firm serves high-net-worth individuals, trusts, IRAs, estates, partnerships, foundations, and 401(k)s. Doliver Advisors is committed to wealth preservation and long-term growth, currently managing approximately $615 million in assets for around 250 clients.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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