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Tice David W & Associates Inc (Dallas)


Tice David W & Associates Inc is a large advisory firm based in Dallas. It manages $143.59 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

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Tice David W & Associates provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tice David W & Associates: assets under management

The assets under management (AUM) of Tice David W & Associates Inc is $143.59 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $143.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.9 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tice David W & Associates Inc for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Tice David W & Associates Inc performs its advisory services is located at 8140 Walnut Hill Lane Ste 300, Dallas, TX 75231, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number (214)696-5474 or by fax (214)696-5556. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.prudentbear.com.


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