Sizemore Capital Management
www.sizemorecapital.comSizemore Capital Management LLC is a Registered Investment Advisory firm based in Dallas, Texas offering sophisticated investment planning and money management services to individuals and institutions. Services offered include: * Money Management and Asset Allocation strategies: managed accounts, stocks, bonds, mutual funds, ETFs * Custom Portfolios for High Net Worth Individuals * Retirement Planning: IRAs, Roth IRAs, SEP and SIMPLE IRAs, 401(k) plans, 401(k) rollovers * Educational Planning: Educational Savings Accounts (ESAs), 529 Savings Plans * Tax Planning / Income Tax Preparation * Accredited Investor Services * Small Business Consulting * Investment solutions for expatriate investors and foreign nationals
Read moreSizemore Capital Management LLC is a Registered Investment Advisory firm based in Dallas, Texas offering sophisticated investment planning and money management services to individuals and institutions. Services offered include: * Money Management and Asset Allocation strategies: managed accounts, stocks, bonds, mutual funds, ETFs * Custom Portfolios for High Net Worth Individuals * Retirement Planning: IRAs, Roth IRAs, SEP and SIMPLE IRAs, 401(k) plans, 401(k) rollovers * Educational Planning: Educational Savings Accounts (ESAs), 529 Savings Plans * Tax Planning / Income Tax Preparation * Accredited Investor Services * Small Business Consulting * Investment solutions for expatriate investors and foreign nationals
Read moreCountry
State
Texas
City (Headquarters)
Dallas
Industry
Employees
1-10
Founded
2008
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
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Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Portfolio Manager and Developer
Email ****** @****.comPhone (***) ****-****Registered Investment Advisor
Email ****** @****.comPhone (***) ****-****Research Analyst
Email ****** @****.comPhone (***) ****-****
Technologies
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