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Home > Retirement Planners > tennessee > memphis > DORIAN EASON ASSET MANAGEMENT, LLC
DORIAN EASON ASSET MANAGEMENT, LLC
6363 Poplar Avenue
Suite 107
Memphis, Tennessee 38119
Tel: 901-755-2075
About DORIAN EASON ASSET MANAGEMENT, LLC
DORIAN EASON ASSET MANAGEMENT, LLC, formally registered with the SEC as DORIAN EASON ASSET MANAGEMENT, LLC. The firm was established in 07/13/2001. They have over 1 offices throughout the country.
DORIAN EASON ASSET MANAGEMENT, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $214,853,890 assets under management, offering retirement planning & investment advisory services to 266 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113724 |
| SEC# | 801-60402 |
| Assets Managed by Firm | $214,853,890 |
| No. of Clients | 266 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 266 | $214,853,890 |
| Individuals (other than high net worth individuals) | 137 | $13,428,152 |
| High net worth individuals | 82 | $78,831,836 |
| Pension and profit sharing plans | 7 | $105,949,409 |
| Charitable organizations | Fewer than 5 clients | $6,036,642 |
| Corporations or other businesses | Fewer than 5 clients | $2,584,250 |
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