Overview
Assets Under Management: $333 million
High-Net-Worth Clients: 94
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 308
Discretionary Accounts: 300
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 320832
Last Filing Date: 2025-02-12 00:00:00
Website: https://doveradvisors.com