Dougherty & Associates Financial Advisors, Inc.
Dougherty & Associates Financial Advisors, Inc. (CRD# 165145) is a financial advisory firm headquartered in Buffalo, MN. They manage $307,741,086 in 2,327 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Dougherty & Associates Financial Advisors, Inc.
By the Numbers
-
Total Assets Under Management308MILLION
-
Total Number of Accounts2,327ACCOUNTS
-
Average Account Value$132,248
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, MN, TX, WI
Financial Advisors at Dougherty & Associates Financial Advisors, Inc.
1
Lisa Geyen (CRD# 5079216) is an Investment Advisor Representative working at Dougherty & Associates Financial Advisors, Inc. in Buffalo, MN and has over 16 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.