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 $394,856,614 assets under management, offering retirement planning & investment advisory services to 38 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105133 |
SEC# | 801-35543 |
Assets Managed by Firm | $394,856,614 |
No. of Clients | 38 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 38 | $394,856,614 |
Individuals (other than high net worth individuals) | 25 | $27,432,422 |
Pension and profit sharing plans | 13 | $367,424,192 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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