Overview
Assets Under Management: $509 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 65
Average Client Assets: $3.7 million
Frequently Asked Questions
JOHN D. DOVICH & ASSOCIATES, 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 #120458), JOHN D. DOVICH & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
JOHN D. DOVICH & ASSOCIATES, LLC is headquartered in CINCINNATI, OH.
JOHN D. DOVICH & ASSOCIATES, LLC serves 65 high-net-worth clients according to their SEC filing dated November 29, 2018. View client details ↓
According to their SEC Form ADV, JOHN D. DOVICH & ASSOCIATES, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
JOHN D. DOVICH & ASSOCIATES, LLC manages $509 million in client assets according to their SEC filing dated November 29, 2018.
According to their SEC Form ADV, JOHN D. DOVICH & ASSOCIATES, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.32%
Average Client Assets: $3.7 million
Total Client Accounts: 1,820
Discretionary Accounts: 1,459
Non-Discretionary Accounts: 361
Regulatory Filings
CRD Number: 120458
Filing ID: 1254515
Last Filing Date: 2018-11-29 09:20:00