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).
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Total Assets Under Management156MILLION
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Total Number of Accounts380ACCOUNTS
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Average Account Value$411,410
- 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
CA
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.
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.