Dobson Asset Management

Dobson Asset Management (CRD# 112079) is a financial advisory firm headquartered in Petaluma, CA. They manage $156,335,627 in 380 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    380
    ACCOUNTS
  • Average Account Value
    $411,410
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dobson Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Christopher M. Dobson
CRD#: 735087
7 Fourth Street, Suite 25, Petaluma, CA 94952

Christopher Dobson (CRD# 735087) is an Investment Advisor Representative working at Dobson Asset Management in Petaluma, CA and has over 34 years of experience in the finance industry. Christopher 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
Samuel R. Dobson
CRD#: 6924250
7 Fourth Street, Suite 25, Petaluma, CA 94952

Samuel Dobson (CRD# 6924250) is an Investment Advisor Representative working at Dobson Asset Management in Petaluma, CA and has over 4 years of experience in the finance industry.

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