Dobson Asset Management
Dobson Asset Management (CRD# 112079) is a financial advisory firm headquartered in Petaluma, CA. They manage $177,936,261 in 374 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Dobson Asset Management
By the Numbers
-
Total Assets Under Management178MILLION
-
Total Number of Accounts374ACCOUNTS
-
Average Account Value$475,765
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Dobson Asset Management
1
Christopher Dobson (CRD# 735087) is an Investment Advisor Representative working at Dobson Asset Management in Petaluma, CA and has over 34 years of experience in the finance industry.
2
Samuel Dobson (CRD# 6924250) is an Investment Advisor Representative working at Dobson Asset Management in Petaluma, CA and has over 5 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.