Overview
Assets Under Management: $629 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 139
Average Client Assets: $3 million
Frequently Asked Questions
DOHJ, LLC 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 #299817), DOHJ, LLC is subject to fiduciary duty under federal law.
DOHJ, LLC is headquartered in SEATTLE, WA.
DOHJ, LLC serves 139 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, DOHJ, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DOHJ, LLC manages $629 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, DOHJ, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,620
Discretionary Accounts: 1,567
Non-Discretionary Accounts: 53
Regulatory Filings
CRD Number: 299817
Last Filing Date: 2025-01-27 00:00:00
Website: https://vinoblegroup.com