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DHODY INVESTMENT GROUP

2340 Collins Avenue
Suite 604
Miami Beach, Florida 33139
Tel: (305) 433-4250

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About DHODY INVESTMENT GROUP

DHODY INVESTMENT GROUP, formally registered with the SEC as DHODY INVESTMENT GROUP. The firm was established in 03/31/2022. They have over 1 offices throughout the country.

DHODY INVESTMENT GROUP is a Miami Beach, Florida based Financial Planning firm with nearly $230,758,966 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#318610
SEC#801-123591
Assets Managed by Firm$230,758,966
No. of Clients19
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total19$230,758,966
High net worth individuals19$230,758,966

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