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THOMAS DOLL
165 Lennon Lane
Suite 200
Walnut Creek, California 94598
Tel: 925.939.2500
About THOMAS DOLL
THOMAS DOLL, formally registered with the SEC as THOMAS DOLL. The firm was established in 07/10/2000. They have over 1 offices throughout the country.
THOMAS DOLL is a Walnut Creek, California based Financial Planning firm with nearly $1,252,444,107 assets under management, offering retirement planning & investment advisory services to 2534 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 108052 |
| SEC# | 801-57727 |
| Assets Managed by Firm | $1,252,444,107 |
| No. of Clients | 2534 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2534 | $1,252,444,107 |
| Individuals (other than high net worth individuals) | 537 | $123,954,490 |
| High net worth individuals | 259 | $795,316,451 |
| Pension and profit sharing plans | 244 | $300,781,119 |
| Charitable organizations | 4 | $6,654,837 |
| Corporations or other businesses | 2 | $25,737,210 |
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