Advisor at Tieton Capital Management
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Firm
Tieton Capital Management
Location
Yakima, WA 98908
Credentials
CFA®, Series 65
Industry experience
28 years
William Dezellem is a CFA® charterholder with 28 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. Tieton Capital Management provides discretionary portfolio management to individual and institutional clients, including high-net-worth households, foundations, endowments, trusts, and pension plans. The firm specializes in a Small Cap Value equity strategy using a fundamentals-based, bottom-up process and also manages style-allocated portfolios with no-load mutual funds and ETFs for select clients.
Based on Tieton Capital Management
1.0% annually for Small Cap Value equity strategy; 0.25% annually for select clients purchasing no-load mutual funds
Account minimum: $500,000
4700 Tieton Drive, Suite C
Yakima, WA 98908
Texas · Washington
Tieton Capital Management
2005 - Present (21 years)
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Series 63, Series 65
Yakima, WA
Alegria Asset Management
CFA®, Series 65
Yakima, WA
Tieton Capital Management
CFP®, Series 66
Yakima, WA
Alegria Asset Management
Series 63, Series 65
Yakima, WA
Alegria Asset Management
Series 65
Yakima, WA
Surience Private Wealth LLC
CFP®, ChFC®, Series 63, Series 65
Yakima, WA
Surience Private Wealth LLC
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