Dodok Wealth And Investment Advisors LLC

Dodok Wealth And Investment Advisors LLC (CRD# 155307) is a financial advisory firm headquartered in Dayton, OH. They manage $10,672,241 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5540 Far Hills Ave, Suite 206, Dayton, OH 45429
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,668,060
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Dodok Wealth And Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Dodok, financial advisor Dayton OH
James H. Dodok
CRD#: 2910833
5540 Far Hills Ave., Suite 206, Dayton, OH 45429

James Dodok (CRD# 2910833) is an Investment Advisor Representative working at Dodok Wealth And Investment Advisors LLC in Dayton, OH and has over 12 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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