Sizemore Capital Management

www.sizemorecapital.com

Sizemore 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

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Sizemore 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

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Country

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State

Texas

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City (Headquarters)

Dallas

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Employees

1-10

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Founded

2008

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Manager and Developer

    Email ****** @****.com
    Phone (***) ****-****
  • Registered Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Research Analyst

    Email ****** @****.com
    Phone (***) ****-****

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