Overview
Assets Under Management: $164 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 32
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.53
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 79
Discretionary Accounts: 74
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 106434
Last Filing Date: 2025-02-11 00:00:00
Website: https://dohenyasset.com