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Building 2DOBSON ASSET MANAGEMENT

Map pinPETALUMA, CA
Phone707-766-9254
NotebookSEC #801-51693
Total AUM
$217.8M
Employees
3
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 FOURTH STREET
SUITE 25
PETALUMA
CA 94952
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
707-766-9254

ReceiptFinancials

Total AUM
$217.8M
Accounts
395
Discretionary
$216.4M
Accounts
378
Non-Discretionary
$1.4M
Accounts
17

ContactClients

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Individual Clients
78
AUM
$25.6M
HNW Individual Clients
80
AUM
$192.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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