Dodge Wealth Management
Dodge Wealth Management (CRD# 170892) is a financial advisory firm headquartered in Foxboro, MA. They manage $64,894,859 in 119 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
Total Assets Under Management65MILLION
Total Number of Accounts119ACCOUNTS
Average Account Value$545,335
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
Financial Advisors at Dodge Wealth Management
Greg Dodge (CRD# 2645389) is an Investment Advisor Representative working at Dodge Wealth Management in Foxboro, MA and has over 27 years of experience in the finance industry.
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