Overview
Assets Under Management: $127 million
High-Net-Worth Clients: 27
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.05
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 48
Discretionary Accounts: 48
Regulatory Filings
CRD Number: 123499
Last Filing Date: 2024-11-26 00:00:00
Website: https://doverinvestmentadvisory.com