Cherry Investment Advisors, Ltd. is a multi-state adviser based in Dallas. It manages $33 million of regulatory assets for 788 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, California, Colorado, and 13 other states.
Cherry Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cherry Investment Advisors, Ltd. is $33 million. The firm's AUM has grown by 4250% 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 Cherry Investment Advisors, Ltd. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Dewey Malone Moore has been acting as President since 1 Sep 2012. Matthew Douglas Medeiros joined the executive team most recently as the Owner.
The principal office where Cherry Investment Advisors, Ltd. performs its advisory services is located at 13455 Noel Rd, Dallas, TX 75240, 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 972 450 6000 or by fax 972 450 6001. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at cherryadvisors.com.