476 Windsor Park Dr.
Dayton, Ohio 45459-4111
Tel: 937-299-4105
DOVER PARTNERS INC, formally registered with the SEC as DOVER PARTNERS INC. The firm was established in 11/24/1989. They have over 1 offices throughout the country.
DOVER PARTNERS INC is a Dayton, Ohio based Financial Planning firm with nearly $456,055,482 assets under management, offering retirement planning & investment advisory services to 35 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105133 |
SEC# | 801-35543 |
Assets Managed by Firm | $456,055,482 |
No. of Clients | 35 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 35 | $456,055,482 |
Individuals (other than high net worth individuals) | 24 | $32,171,876 |
Pension and profit sharing plans | 11 | $423,883,606 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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