Dawson Investment Management

Dawson Investment Management (CRD# 312098) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $28,597,624 in 161 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2910 Camino Diablo, Suite 110, Walnut Creek, CA 94597
http://www.dawson-im.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $177,625
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Dawson Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Robert Dawson, financial advisor Walnut Creek CA
Robert B. Dawson
CRD#: 4502523
2910 Camino Diablo, Suite 110, Walnut Creek, CA 94597

Robert Dawson (CRD# 4502523) is an Investment Advisor Representative working at Dawson Investment Management in Walnut Creek, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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