Fetterman Investments, Inc. is a large advisory firm based in Dallas. It manages $56.48 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Texas.
Fetterman Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fetterman Investments, Inc. is $56.48 million. The firm's AUM has grown by 73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fetterman Investments, Inc. for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Terry Lee Hill has been acting as President since 1 Apr 2000. Scott Allen Hayes joined the executive team most recently as the Chief Compliance Officer.
The principal office where Fetterman Investments, Inc. performs its advisory services is located at 12720 Hillcrest Rd, Dallas, TX 75230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (972)233-1120 or by fax (972)503-7096. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.