Overview
Assets Under Management: $144 million
High-Net-Worth Clients: 12
Average Client Assets: $10 million
Frequently Asked Questions
DARTMOUTH CAPITAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105933), DARTMOUTH CAPITAL ADVISORS, INC. is subject to fiduciary duty under federal law.
DARTMOUTH CAPITAL ADVISORS, INC. serves 12 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, DARTMOUTH CAPITAL ADVISORS, INC. offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DARTMOUTH CAPITAL ADVISORS, INC. manages $144 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, DARTMOUTH CAPITAL ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.17
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 31
Discretionary Accounts: 31
Regulatory Filings
CRD Number: 105933
Last Filing Date: 2025-01-16 00:00:00
Website: https://aol.com