Overview
Assets Under Management: $846 million
Headquarters: ST. PETERSBURG, FL
High-Net-Worth Clients: 245
Average Client Assets: $2.4 million
Frequently Asked Questions
DOYLE WEALTH MANAGEMENT, INC. 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 #134503), DOYLE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
DOYLE WEALTH MANAGEMENT, INC. is headquartered in ST. PETERSBURG, FL.
DOYLE WEALTH MANAGEMENT, INC. serves 245 high-net-worth clients according to their SEC filing dated October 03, 2018. View client details ↓
According to their SEC Form ADV, DOYLE WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DOYLE WEALTH MANAGEMENT, INC. manages $846 million in client assets according to their SEC filing dated October 03, 2018.
According to their SEC Form ADV, DOYLE WEALTH MANAGEMENT, INC. 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: 245
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.06%
Average Client Assets: $2.4 million
Total Client Accounts: 1,834
Discretionary Accounts: 1,832
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 134503
Filing ID: 1243617
Last Filing Date: 2018-10-03 10:09:00