Andrew Dodds (CRD# 6349266) is an Investment Advisor Representative working at Crown Oak Advisors in Piedmont, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Oak Advisors, LLC | Piedmont, CA | Jul 2020 - Current | 3 |
| Stanford Graduate School Of Business | Stanford, CA | Sep 2018 - Jun 2020 | 1 |
| Baron Capital Management | New York, NY | Jun 2019 - Aug 2019 | < 1 |
| Dodge And Cox | San Francisco, CA | Aug 2017 - Aug 2018 | 1 |
| Dodge And Cox | San Francisco, CA | Aug 2015 - Aug 2017 | 2 |
| Claremont Mckenna College | Claremont, CA | Sep 2011 - May 2015 | 3 |
| Investment Technology Group, Inc. | New York, NY | Jun 2014 - Aug 2014 | < 1 |
- CA
-
Total Assets Under Management185MILLIONS
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$3,243,812
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, LA, UT
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