Doliver Advisors

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

6363 Woodway Dr Ste 763, Houston, Texas,...

Phone Number

(713) 917-0022

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Doliver Advisors

D. Oliver Advisors is a financial advisory firm based in Houston, TX, specializing in personalized strategies for wealth management, retirement planning, and investment solutions. They cater to clients seeking expert guidance in financial planning and investment strategies. The firm emphasizes a tailored approach to meet individual financial goals and needs. Their services include retirement, investment, estate, insurance, and tax planning.Explore more
Doliver Advisors's Social MediaPopular Searchesdoliver advisors LPDoliver AdvisorsDoliver Capital AdvisorsDoliver Capital Advisors IncDoliver Enterprise LLCSIC Code 62,628NAICS Code 52,523Show more

Doliver Advisors Org Chart

PhoneEmail
Ev
United States flag for contact location.

Head of Investor Relations

PhoneEmail
EK
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Head of Investor Relations

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KG
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Director, Accounting & Finance

PhoneEmail

PhoneEmail
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RO
United States flag for contact location.

Portfolio Manager, Closed-End Fund Strategy

PhoneEmail
RS
United States flag for contact location.

Portfolio Manager, Microcap Strategy (US)

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Doliver Advisors

<$5M
11-50
Private
<$5M
1988
Ev
Emily van KeppelHead of Investor Relations
<$5M
11-50
Private
<$5M
1995
CW
Casey WestVice President, Private Wealth Advisor
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Doliver Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Doliver Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Doliver Advisors.

Doliver Advisors financials insights

Gather financial insights about Doliver Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$136K

See All Doliver Advisors's Financials Insights

Doliver Advisors Tech Stack

A closer look at the technologies used by Doliver Advisors

Most Recent Scoops

Left Company
Executive Move
Executive Moves, Spending/Investment, Left Company, Finance
Award
Funding
Doliver Advisors has received an SBA PPP loan in the amount of $136,800 from Independent Bank resulting in the retention of 6 jobs.
Funding
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Frequently Asked Questions Regarding Doliver Advisors

What is Doliver Advisors's official website?
Doliver Advisors's official website is www.doliveradvisors.com
What is Doliver Advisors's Revenue?
Doliver Advisors's revenue is <$5 Million
What is Doliver Advisors's SIC code?
Doliver Advisors's SIC: 62,628
What is Doliver Advisors's NAICS code?
Doliver Advisors's NAICS: 52,523
How many employees does Doliver Advisors have?
Doliver Advisors has 11-50 employees
What industry does Doliver Advisors belong to?
Doliver Advisors is in the industry of: Finance, Securities Trading
What is Doliver Advisors competition?
Doliver Advisors top competitors include: Stockade Wealth Management, Eppolito Financial Strategies, Portfolio Solutions, Fogel Capital Management
What technology does Doliver Advisors use?
Some of the popular technologies that Doliver Advisors uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact Doliver Advisors?
Doliver Advisors contact info: Phone number: (713) 917-0022 Website: www.doliveradvisors.com
What does Doliver Advisors do?

D. Oliver Advisors is a financial advisory firm based in Houston, TX, specializing in personalized strategies for wealth management, retirement planning, and investment solutions. They cater to clients seeking expert guidance in financial planning and investment strategies. The firm emphasizes a tailored approach to meet individual financial goals... and needs. Their services include retirement, investment, estate, insurance, and tax planning.Read More

What are Doliver Advisors social media links?
Doliver Advisors Linkedin page Doliver Advisors Facebook page
Is Doliver Advisors a public company?
Doliver Advisors is private company therefore does not currently have an official ticker symbol
See more information about Doliver Advisors

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