Dovedale Investments, LLC

Dovedale Investments, LLC (CRD# 164745) is a financial advisory firm headquartered in , . They manage $4,500,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $1,125,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

CA

Financial Advisors at Dovedale Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lilian S. Murray
CRD#: 1305216
Belvedere, CA
93
Wealthminder
score

Lilian Murray (CRD# 1305216) is an Investment Advisor Representative working at Dovedale Investments, LLC in Belvedere, CA and has over 16 years of experience in the finance industry.

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