Dobson Asset Management, Inc.

Dobson Asset Management, Inc. (CRD# 131077) is a financial advisory firm headquartered in Portland, OR. They manage $70,028,235 in 383 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $182,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Dobson Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Charles C. Dobson
CRD#: 1172642
1306 N.w. Hoyt St., Suite 408, Portland, OR 97209
96
Wealthminder
score

Charles Dobson (CRD# 1172642) is an Investment Advisor Representative working at Dobson Asset Management, Inc. in Portland, OR and has over 33 years of experience in the finance industry. Charles Dobson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles E. Dobson
CRD#: 5913402
1306 N.w. Hoyt St., Suite 408, Portland, OR 97209
90
Wealthminder
score

Charles Dobson (CRD# 5913402) is an Investment Advisor Representative working at Dobson Asset Management, Inc. in Portland, OR and has over 5 years of experience in the finance industry.

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