Dobson Asset Management

Dobson Asset Management (CRD# 112079) is a financial advisory firm headquartered in Petaluma, CA. They manage $177,936,261 in 374 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

7 Fourth Street, Suite 25, Petaluma, CA 94952

By the Numbers

Total Assets Under Management

178

MILLION
Total Number of Accounts

374

ACCOUNTS
Average Account Value

$475,765

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Dobson Asset Management

Showing 1 - 2 of 2 top financial advisors.

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.

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 5 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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