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DEDORA CAPITAL, INC.
NAPA, CA
707-253-0681
SEC #801-96227Total AUM
$550.7M
Employees
12Clients
469Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1600 MAIN STREET
NAPA
CA 94559
United States
NAPA
CA 94559
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Monday - Friday
Phone
707-253-0681
Financials
Total AUM
$550.7M
Accounts
1,309Discretionary
$548.5M
Accounts
1,307Non-Discretionary
$2.2M
Accounts
2
Clients
Individual Clients
356AUM
$139.5M
HNW Individual Clients
104AUM
$406M
Pension/Profit Sharing Plan Clients
1AUM
$3.8M
Charitable Organization Clients
7AUM
$579K
Corporation or Business Clients
1AUM
$848.9K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ULTRA HIGH NET WORTH & CORPORATE CONSULTING; CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOLANVORPATXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.