Dobson Asset Management
Dobson Asset Management (CRD# 112079) is a financial advisory firm headquartered in Petaluma, CA. They manage $120,361,135 in 148 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management120MILLION
Total Number of Accounts148ACCOUNTS
Average Account Value$813,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Christopher Dobson (CRD# 735087) is an Investment Advisor Representative working at Dobson Asset Management in Petaluma, CA and has over 28 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.