Overview
Assets Under Management: $178 million
Headquarters: PETALUMA, CA
High-Net-Worth Clients: 73
Average Client Assets: $2 million
Frequently Asked Questions
DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA 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 #112079), DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA is subject to fiduciary duty under federal law.
DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA is headquartered in PETALUMA, CA.
DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA serves 73 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA offers financial planning and portfolio management for individuals. View all service details ↓
DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA manages $178 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 374
Discretionary Accounts: 360
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 112079
Last Filing Date: 2024-03-28 00:00:00
Website: https://aol.com