Overview
Assets Under Management: $166 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 52
Average Client Assets: $2.7 million
Frequently Asked Questions
THE DOMAN 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 #159749), THE DOMAN GROUP, LLC is subject to fiduciary duty under federal law.
THE DOMAN GROUP, LLC is headquartered in NEW YORK, NY.
THE DOMAN GROUP, LLC serves 52 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, THE DOMAN GROUP, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
THE DOMAN GROUP, LLC manages $166 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, THE DOMAN GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.70%
Average Client Assets: $2.7 million
Total Client Accounts: 63
Discretionary Accounts: 60
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 159749
Filing ID: 1163886
Last Filing Date: 2018-03-28 16:37:00