1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DOUGHERTY INVESTMENT ADVISORS

Map pinSPRING HILL, FL
Phone(352) 238-6411
NotebookSEC #801-132948
Total AUM
$141.1M
Employees
4
Clients
414

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4048 DELTONA BLVD.
SPRING HILL
FL 34606
United States
Operating Hours
9:00 AM - 5:00 PM
MONDAY, TUESDAY, WEDNESDAY, THURSDAY
Phone
(352) 238-6411
Other Offices
1

ReceiptFinancials

Total AUM
$141.1M
Accounts
414
Discretionary
$141.1M
Accounts
414
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
32
AUM
$77.1M
HNW Individual Clients
380
AUM
$62.7M
Charitable Organization Clients
2
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account