DEDORA CAPITAL, INC.

1600 Main Street
Napa, California 94559
Tel: 707-253-0681

About DEDORA CAPITAL, INC.

DEDORA CAPITAL, INC, formally registered with the SEC as DEDORA CAPITAL, INC. The firm was established in 05/22/2015. They have over 1 offices throughout the country.

DEDORA CAPITAL, INC. is a Napa, California based Financial Planning firm with nearly $424,714,256 assets under management, offering retirement planning & investment advisory services to 1260 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	177523
SEC#	801-96227
Assets Managed by Firm	$424,714,256
No. of Clients	1260
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (ULTRA HIGH NET WORTH & CORPORATE CONSULTING; CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1260	$424,714,256
Individuals (other than high net worth individuals)	350	$96,333,266
High net worth individuals	102	$325,741,063
Pension and profit sharing plans	Fewer than 5 clients	$2,442,743
Charitable organizations	Fewer than 5 clients	$90,929
Corporations or other businesses	Fewer than 5 clients	$106,255

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