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DODGE & COX
555 California Street
40th Floor
San Francisco, California 94104
Tel: 415-981-1710
About DODGE & COX
DODGE & COX, formally registered with the SEC as DODGE & COX. The firm was established in 03/14/1959. They have over 1 offices throughout the country.
DODGE & COX is a San Francisco, California based Financial Planning firm with nearly $322,933,193,102 assets under management, offering retirement planning & investment advisory services to 762 clients. The firm is staffed with 295 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 104596 |
| SEC# | 801-1895 |
| Assets Managed by Firm | $322,933,193,102 |
| No. of Clients | 762 |
| No. of Advisors | 295 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 762 | $322,933,193,102 |
| Individuals (other than high net worth individuals) | 24 | $33,976,734 |
| High net worth individuals | 341 | $5,700,239,254 |
| Pension and profit sharing plans | 234 | $63,240,665,050 |
| Charitable organizations | 55 | $2,279,509,163 |
| Corporations or other businesses | 39 | $6,155,426,743 |
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