Dodd & Associates
Dodd & Associates (CRD# 118150) is a financial advisory firm headquartered in , . They manage $17,485,062 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Dodd & Associates
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts23ACCOUNTS
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Average Account Value$760,220
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Dodd & Associates
No Advisor Found.
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