Doll Capital Advisors Incorporated

Doll Capital Advisors Incorporated (CRD# 134089) is a financial advisory firm headquartered in San Juan Capistrano, CA. They manage $40,500,000 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
30448 Rancho Viejo Rd Ste 140, Suite 140, San Juan Capistrano, CA 92675
http://www.dollcapitaladvisors.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $500,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

CA

Financial Advisors at Doll Capital Advisors Incorporated
No Advisor Found.

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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