Overview
Assets Under Management: $638 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 155
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 155
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.52
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,276
Discretionary Accounts: 1,266
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 323632
Last Filing Date: 2025-02-20 00:00:00
Website: https://doddswealth.com