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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 $362,992,567,571 assets under management, offering retirement planning & investment advisory services to 746 clients. The firm is staffed with 306 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104596 |
| SEC# | 801-1895 |
| Assets Managed by Firm | $362,992,567,571 |
| No. of Clients | 746 |
| No. of Advisors | 306 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 746 | $362,992,567,571 |
| Individuals (other than high net worth individuals) | 19 | $7,776,070 |
| High net worth individuals | 341 | $6,536,893,461 |
| Pension and profit sharing plans | 223 | $63,868,657,768 |
| Charitable organizations | 57 | $2,691,353,546 |
| Corporations or other businesses | 37 | $6,907,454,792 |
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