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DOBSON ASSET MANAGEMENT
7 Fourth Street
Suite 25
Petaluma, California 94952
Tel: 707-766-9254
About DOBSON ASSET MANAGEMENT
DOBSON ASSET MANAGEMENT, formally registered with the SEC as DOBSON ASSET MANAGEMENT. The firm was established in 04/10/1996. They have over 1 offices throughout the country.
DOBSON ASSET MANAGEMENT is a Petaluma, California based Financial Planning firm with nearly $177,936,261 assets under management, offering retirement planning & investment advisory services to 374 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112079 |
| SEC# | 801-51693 |
| Assets Managed by Firm | $177,936,261 |
| No. of Clients | 374 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 374 | $177,936,261 |
| Individuals (other than high net worth individuals) | 83 | $28,820,423 |
| High net worth individuals | 70 | $149,115,838 |
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