Overview
Assets Under Management: $162 million
Headquarters: WICHITA, KS
High-Net-Worth Clients: 28
Average Client Assets: $4 million
Frequently Asked Questions
DOUGLASS INVESTMENT GROUP 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 #331223), DOUGLASS INVESTMENT GROUP LLC is subject to fiduciary duty under federal law.
DOUGLASS INVESTMENT GROUP LLC is headquartered in WICHITA, KS.
DOUGLASS INVESTMENT GROUP LLC serves 28 high-net-worth clients according to their SEC filing dated September 12, 2024. View client details ↓
According to their SEC Form ADV, DOUGLASS INVESTMENT GROUP LLC offers portfolio management for individuals. View all service details ↓
DOUGLASS INVESTMENT GROUP LLC manages $162 million in client assets according to their SEC filing dated September 12, 2024.
According to their SEC Form ADV, DOUGLASS INVESTMENT GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.09
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 596
Discretionary Accounts: 596
Regulatory Filings
CRD Number: 331223
Last Filing Date: 2024-09-12 00:00:00
Website: https://douglassgroup.net