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DOVER PARTNERS INC

476 Windsor Park Dr.
Dayton, Ohio 45459-4111
Tel: 937-299-4105

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About DOVER PARTNERS INC

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 $394,856,614 assets under management, offering retirement planning & investment advisory services to 38 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105133
SEC#801-35543
Assets Managed by Firm$394,856,614
No. of Clients38
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total38$394,856,614
Individuals (other than high net worth individuals)25$27,432,422
Pension and profit sharing plans13$367,424,192

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