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REVERE ASSET

REVERE ASSET MANAGEMENT, INC.

CRD 152881 · SEC 801-126706

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825 WATTERS CREEK BLVD, SUITE 385, ALLEN, TX, 75013, United States

Phone

855-732-5932

Fax

214-242-4100

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$407.9M

Discretionary AUM

$407.9M

Team

7 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-02-13

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals395$203.8M
High net worth individuals105$204.0M
Charitable organizations1$52K

States served

CA, CO, MI, NY, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD