Tiffany
Colquitt
Palogic Value Management, L.P
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About this Advisor
Tiffany Colquitt is a financial advisor operating out of Dallas, Texas with 2 years of industry experience. Colquitt works at Palogic Value Management, L.P. Their career trajectory has included roles at Palogic Value Management and Hbk Capital Management. Colquitt maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Texas. Palogic Value Management, L.P is an advisory business that has its headquarters in Dallas, TX. It handles $261 million in assets under management between its 54 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 54 client accounts, 24% belong to high-net-worth investors who have at least $1 million in investable assets. Palogic Value Management, L.P offers a set of services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors usually depend on which services are offered. However, fees charged by Palogic Value Management, L.P may include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Palogic Value Management, L.P Brokerage Details
$260,466,657
4
54
$4,823,457
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Tiffany Colquitt Work History
Tiffany has been registered as a financial advisor for 2 years.*
Palogic Value Management
Hbk Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tiffany Colquitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Palogic Value Management, L.P
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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