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Building 2DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

Map pinWILLIAMSBURG, VA
Phone757-645-9252
NotebookSEC #801-121914
Total AUM
$213.1M
Employees
2
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
304 BULIFANTS BOULEVARD
SUITE 101
WILLIAMSBURG
VA 23188
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
757-645-9252

ReceiptFinancials

Total AUM
$213.1M
Accounts
659
Discretionary
$213.1M
Accounts
659
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
123
AUM
$44.9M
HNW Individual Clients
69
AUM
$166.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Corporation or Business Clients
1
AUM
$521.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNEPATXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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