Dodge Wealth Management

Dodge Wealth Management (CRD# 170892) is a financial advisory firm headquartered in Foxboro, MA. They manage $78,530,268 in 310 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16 Chestnut St Suite 121, Foxboro, MA 02035
http://www.gregdodgelpl.com
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $253,323
Compensation Options
  • 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 States
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.

MA

Financial Advisors at Dodge Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Greg Dodge, financial advisor Foxboro MA
Greg S. Dodge
CRD#: 2645389
16 Chestnut St Suite 121, Foxboro, MA 02035

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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals